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    • Getting Started with Salesforce Flow – Part 25 (Email Notification on Password Expiration)

      Posted at 7:15 PM by Rakesh Gupta, on December 1, 2020

      Big Idea or Enduring Question:

      • How can you automatically send password expiration reminders to users? 

      Objectives:

      This blog post will help us to understand the following

      • Use Schedule-Triggered Flow to automatically send a reminder email to users
      • Use Schedule-Triggered Flow to run a job that executes every morning at 8:00 am

      Business Use case

      Pamela Kline is working as a System administrator at Universal Containers (UC). She has received a requirement from the management to send out a reminder email(Morning at 08:00 am) to users to change their passwords 7 days before they expire. 

      Automation Champion Approach (I-do):

      Changing Salesforce passwords periodically is crucial, as it prevents hackers from gaining access to your org, even if they have stolen user credentials. Configuring password expiration to a set number of days, say 90, is a common practice among IT admins. 

      In Salesforce a system administrator can set the password, for example – User passwords expire in days we define(like 30, 60, 90, etc). The main problem with this approach is that the user doesn’t get any reminder email before or after their password expiration date. 

      When it comes to notifying users that their passwords are going to expire soon, more communication is always better. Users do not enjoy the password change process; keeping them informed as to when their password will expire is a great way to improve their experience. 

      There are a few possible solutions for the above business scenario. We will use Schedule-Triggered Flow to solve the requirement. Before we unwrap, let us understand what Scheduled-Triggered Flow is. Scheduled Flows are not triggered by an Event on the data; they simply run when a scheduled time arrives. Scheduled Flows run as follows:

      • Once (On a particular date and time)
      • Daily (On a particular date and time)
      • Weekly (On a particular date and time)

      Remember, when a Flow starts, a Flow interview runs for each record that matches the filter criteria – no looping is required. The matching record is stored in the $Record global variable, so you can reference the variable, or its fields, throughout your flow.

      Before discussing the solution, let me show you a diagram of a Process Flow at a 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 4 steps to solve Pamela’s business requirement using Schedule-Triggered Flow. We must: Read the rest of this entry!

      Posted in Salesforce Flow, Schedule-Triggered Flow, User Management | 23 Comments | Tagged adm 201 certification, adm 201 manuel, adm 201 salesforce, adm 201 student guide, adm 201 training, Email notification on password expiration, Flow builder, flow builder in salesforce, flow builders, Forcedotcom, Last password change or Reset, Lightning Flow, lightning flows in salesforce, notification on password expiration, notification on password expiration in Salesforce, Password change, Password change reminder, Password change reminder email, Password change reminder notification in Salesforce, password expiration notification in Salesforce, sales force automation software, salesforce, salesforce automation, salesforce automation tools, salesforce chatter, Salesforce CRM, Salesforce Flow, Salesforce Flow Example, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Salesforce login secure, salesforce sales cloud, salesforce trailheads, salesforce workflow, Salesforce.com, Salesforce.com login, SFDC, user object, User passwords expire
    • Getting Started with Process Builder – Part 22 (Discover How to Auto Populate Delegated Approver Field on a New User Record!)

      Posted at 8:48 PM by Rakesh Gupta, on November 27, 2020

      Big Idea or Enduring Question:

      How do you Auto-Populate Delegated Approver Field on a New User Record?

      Objectives:

      After reading this blog post, the reader will be able to:

      •  Create a Process Builder and Flow to auto-populate the delegated approver field for new users.

      Business Use case

      Warren Mason is working as a System administrator at Universal Containers (UC) received the following requirement – On a New User’s record, auto-populate the User’s Manager as a delegated approver.

      Automation Champion Approach (I-do):

      The delegated approver is an alternate approver. If populated, this user receives the same approval requests as the original approver. Delegated approvers don’t have the ability to reassign approval requests – they can only approve or reject approval requests. 

      Assigning a delegated approver comes in handy when a User is out of office. In such circumstances, a delegated approver, designated by the User, can approve requests on behalf of the User. However, if the Users forget to configure delegated approvers/administrators then, this would delay approval of requests, if and when, they are out of office. A User can select a delegated administrator/approver by navigating to his/her personal settings.

      In this article, we will discuss how to automate the process of auto-populating a new User’s Manager as a delegated approver. There are multiple solutions possible for the above business scenario.

      You can either use an Apex trigger, Flow, and a few more. We will use Flow and Process Builder to solve the above business requirement. 

      Before proceeding ahead, you have to understand the User object. It Represents a Chatter user profile.

      Field Name Details
      DelegatedApproverId Id of the user who is a delegated approver for this user.

      Before discussing it, let me show you a diagram of a Process Flow at a 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 2 steps to solve Warren’s business requirement using Flow and Process Builder. We must: Read the rest of this entry!

      Posted in Process Builder, Salesforce Flow, User Management | 2 Comments | Tagged Add Criteria Proces builder, ADM 201, adm 201 certification, adm 201 salesforce, Advance flow, Auto Populate Delegated Approver, Auto Populate Delegated Approver Field on a New User Record, Auto Populate Delegated Approver using :lightning Flow, Auto Populate Delegated Approver using Process Builder, Chatter, Delegated Approver Field, Delegated Approver in Salesforce, DelegatedApproverId, Enable Process Builder, Evaluate the rule when a record is created, flow, Flow and PB examples, Flow and Prcoess Builder examples, FLow and Process builder example, flow builder in salesforce, flow builders, Flow Example, Flow examples, Flows, Getting started with Process Builder, How to activate Process builder, how to use Process builder, Launch a Flow, Launch a Flow from Process builder, Lightning Flow, lightning flows in salesforce, Lightning Process builder, Process Builder, Process Builder example, Process Builder examples, Process Builder Salesforce, Process builder use case, reassign approval requests, sales force automation software, salesforce Admin exam, salesforce automation, salesforce automation tools, Salesforce CRM, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, salesforce sales cloud, Update Delegated Approver, Update Delegated Approver for other user, User Object SOAP API, What is Delegated Approver Field
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
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      Converting 15 digit ID to 18 digit Salesforce ID
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  • Top Posts

    • Learning Flow
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    • Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)
    • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
    • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)
    • Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
    • Salesforce Spring’21 Release Quick Summary
    • Getting Started with Process Builder - Part 1 (Automatically Create a record)
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