Big Idea or Enduring Question: How can you use Flow to automatically assign the permission set group to new users? Has it only been five years since I wrote, ‘auto-assign Permission Set to new users’?. The article was written using Flow Trigger – now, an obsolete functionality. You can read it here. Wow!
Auto Assign or Remove Permission Set to Multiple Users
Big Idea or Enduring Question: Permission Sets are helpful for providing a particular set of functionalities to a user in addition to the permissions provided by their Profile. For example, you may want to allow only a few of your sales users to convert leads. In this case, rather than
Automatically Assign Permission Sets to New User
How can you use Flow to automatically assign permission sets to new users?
Use an Inline Visualforce Page to auto launch a Flow
An inline Visualforce page allows us to embed a Visualforce page to standard page layouts. A Visualforce page would be available for embedding in the standard page layouts provided the page is using the standard controller of that particular object. You can auto-launch a flow without user interaction, using the following methods
Getting Started with Process Builder – Part 48 (Conditionally Make a Field Read-only or Editable)
As a part of the new user onboarding process, the organization allows its users to fill in a few details on the user detail page (Or some other object) like Date of birth, etc. As these are the key fields related to their employee insurance policies, the organization doesn‘t want