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  • Tag: salesforce login

    • Getting Started with Salesforce Flow – Part 17 (Want to Learn How to Display a Notice at Login? Read on!)

      Posted at 8:29 AM by Rakesh Gupta, on October 11, 2020

      Many times we want to display Notices, Messages, or Information to our users after they successfully logged In to Salesforce. For example, similar to Salesforce downtime or maintenance notifications. Displaying information after login will help the organization to keep its users informed about upcoming events or changes.

      Objectives:

      After reading this blog, you’ll be able to: 

      • Understand what is a Login Flow
      • Setup a simple Flow
      • Understand how to set up a Login Flow 

      Business Use Case

      Edward Backhouse is a System Administrator at GurukulOnCloud. Edward received a requirement to company upcoming webinar registration link (with banner) to users when they successfully logged into Salesforce. 

      What is Login Flow?

      Login Flows give you the flexibility to build a custom process that can be used to display a message, take users’ input, and process the data, build a post-authentication process that meets your business requirements. For example, you want two-factor authentication only when a user is trying to log-in from a particular City, Subdivision, Zip code, County, or Browser. Let us start with a business use case.

      Automation Champion Approach (I-do):

      Usually, with Salesforce, multiple approaches are available to solve a business requirement. Choose the ones that are simple, straightforward, and consume fewer resources. 

      Similarly in this scenario, we will use a combination of Flow and Login Flow. Before trying to understand the technical aspect of the solution, let us spend some time to understand the general flow of our solution at a very high level. Please spend a few minutes to go through the following flow diagram and understand it. 

      Let’s begin building this automation process.

      Guided Practice (We-do):

      There are 3 steps to solve Edwards’s business requirement using Salesforce Flow. We must: 

      1. Add a Screen Element
      2. Add a display Text to Screen Element 
      3. Set up a Login Flow

      Step 1: Add a Screen Element 

      1. Click Setup.
      2. In the Quick Find box, type Flows.
      3. Select Flows then click on the New Flows.
      4. Select the Screen Flow option and click on Create.
      5. Drag-and-drop Screen element onto the Flow designer. 
      6. Enter Label the API Name will auto-populate.
      7. Click Done.

      Step 2: Add a Display Text to Screen Element  

      1. On the Screen element, navigate to the Display section and double-click on the Display Text field, to add it on to the Screen element
      2. Enter API Name. 
      3. You can now use a Rich-text editor to add content like Text, Image, URL, etc.
      4. Click Done.
      In the end, Edward’s Flow will look like the following screenshot:

      Once you’re done, Save the flow and name it Display Flow on Login. Do not forget to activate the Flow by clicking on the Activate button.

      Step 3: Set up a Login Flow

      1. Click Setup.
      2. In the Quick Find box, type Login Flows.
      3. Select Login Flows then click on the New.
      4. Select the Type from the drop-down Flow.
      5. Enter Display Message on Login as a Name.
      6. The next step is to select Flow, User license, and Profile. Follow the steps as shown in the following screenshot:
      7. Click Done.

      It’s time to test the Login Flow

      Now, if a User with profile Salesforce successfully logged In, they will see the flow which displays the message. 

      Great! You are done! Feel free to modify it based on your business requirement. 

      Formative Assessment:

      I want to hear from you!  

      What is one thing you learned from this post? How do you envision applying this new knowledge in the real world? 

      Let me know by Tweeting me at @automationchamp, or find me on LinkedIn.

      Have feedback, suggestions for posts, or need more information about Salesforce online training offered by me? Say hello, and leave a message!

      Posted in Salesforce Flow | 52 Comments | Tagged Advance flow, Define Login Flow, Display Image in Flow, Display Information, Display information after login to Salesforce, Display information after Salesforce login, Display notice when users log in to Salesforce, flow, Flow builder, Flow Designer, Flow Example, Flow varibale, FlowRockstar, Login Flow, Login Flow Concepts, Login Flow example, Login Flow Salesforce, Login Flow use cases, New Flow, Record Lookup, salesforce, Salesforce Flow, Salesforce Flow Example, salesforce login, Screen Element, use image in flow
    • Multiple Username Login Hints

      Posted at 1:01 PM by Rakesh Gupta, on March 3, 2014

      Login Hints

      If you have multiple developer accounts or you are managing different Sandboxes, so you have to remember all the usernames. This is a headache to remember all username, at least for me. In Spring’14 release, Salesforce introduces a new feature multiple username login hints. This feature extends the existing caching and password auto-complete feature and is enabled by default. Now Salesforce’s login page remembers usernames from past logins, across multiple organizations or custom domains.

      This feature is available in Developer, Performance, Enterprise, Professional, Contact Manager, Group and Unlimited editions. This feature helps users to keep a track of their multiple accounts and makes it easier for users to switch from one organization to another.

      Enable/Disable this feature for your organization

      This feature extends the existing caching and password autocomplete feature, and is enabled by default. To Disable this feature follow the below instruction

      1) Click on Name | Setup | Administration Setup | Security Controls | Session Settings.
      2 ) unchecked “Enable caching and auto-complete on login page” checkbox as shown in the below image

      Disable Multiple Username Login Hints Feature

      Disable Multiple Username Login Hints Feature

      Note:- This feature isn’t available for Internet Explorer versions earlier than 10.0.

      Now it’s time to test this feature

      1) Login into Salesforce and select Remember User Name checkbox, same like below image

      Login Into Salesforce

      Login Into Salesforce

      2) After a successful attempt, Salesforce will redirect you to your Salesforce organization landing page.
      3) Now Log out from your organization, You can take help from the below image

      Logged out from Salesforce

      Logged out from Salesforce

      4) Next time whenever you type login url, in my case “https://prerelna1.pre.salesforce.com/” Salesforce will redirect you to a page from where you can select a username  or you can Login with a different user name, Something like the below image

      Select username to login

      Select username to login

      Note:- Active sessions for multiple organizations do not require the users to log in again; they can simply
      select the username to switch to the other organization. Otherwise, the password field appears for the user to log in. The above Screen only come if you selected Remember User Name for multiple usernames, In case of the single username you will land on the default page from where you can select Saved User name (s), Same as the below image

      login hints for Sigle username

      login hints for Sigle username

      To Remove username from login hints follow the below instruction

      1) Login into Salesforce in my case url “https://prerelna1.pre.salesforce.com/“,  it will redirect you to Similar page like below image and click on Edit

      Remove Username from Login Hint - Step 1

      Remove Username from Login Hint – Step 1

      2) Click on cross (marked in red in below image) to remove username from login hints, Once done click on Back link to go back to previous screen

      Remove Username from Login Hint - Step 2

      Remove Username from Login Hint – Step 2

      Announcement:- If you like this blog or you have a question please leave your comments, I’ll try to answer it. Thanks for your time to read my article.

      Posted in Spring'14 Release | 4 Comments | Tagged adm 201 certification, adm 201 manuel, adm 201 salesforce, adm 201 student guide, adm 201 training, caching and password autocomplete, Enable caching and auto complete on login page, login.salesforce.com, Multiple Username Login Hints, remove username from login hints, salesforce login, Salesforce login page, Salesforce login secur, Salesforce Spring14, Salesforce Spring14 release, Salesforce Spring14 release notes, Salesforce.com, Salesforce.com login, spring 14, spring 14 release, spring 14 release notes, Spring 14 release salesforce, Spring 14 salesforce, spring14 enhancement
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