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  • Tag: Two Factor Authentication

    • Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)

      Posted at 11:14 AM by Rakesh Gupta, on November 26, 2020

      To understand how to solve the same business use case using Process Builder and Salesforce Flow. Check out this article Getting Started with Process Builder – Part 78 (Auto Enable Lightning Experience for New Users).

      Big Idea or Enduring Question:

      • How can you use Flow to automatically assign permission sets to new users?

      Objectives:

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

      • Use After-save Record-Triggered Flow to assign permission sets to new users
      • Best practice to refer Permission Set into Record-Triggered Flow
      • Use a Decision element to find – record variable or record collection variable contains a record or not
      • Use After-save Record-Triggered Flow to create a record

      Business Use case

      Brenda David is a System Administrator at Universal Containers (UC). She has received a requirement to auto-assign Two Factor Authentication permission set to the new users.

      Automation Champion Approach (I-do):

      Salesforce allows you to add Permission Sets to the User to extend the user’s functional access without changing their profile. For example, you can grant Modify All access to the Account object to a set of users without changing their profile or creating a new profile.

      This is a basic use case to start with the lightning flow. To solve the above requirement, we will use the After-save Record-Triggered Flow.

      Before proceeding, you have to understand the PermissionSetAssignment objects in Salesforce.

      • PermissionSetAssignment:- This object represents an association between a User and a PermissionSet.
      Field Name Details
      AssigneeId ID of the user to assign the permission set.
      PermissionSetId ID of the PermissionSet to assign to the user.

      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. Read the rest of this entry!

      Posted in Salesforce Flow, User Management | 45 Comments | Tagged Add permission set, Add permission sets, add Permission Sets to new User, Add permission sets to user, Add permission sets to user in Salesforce, ADM 201, adm 201 certification, adm 201 salesforce, Advance flow, Assign permission set lightning flow, Auto add Permission Set, Auto add Permission Sets, Auto add Permission Sets in Salesforce, Auto add Permission Sets in Salesforce to user, Auto add Permission Sets to new User, Auto add Permission Sets to new Users, Auto assign permission set, Auto assign permission set to new user, Auto assign permission sets, Auto assign permission sets to new user, Automatically add Permission Sets to new User, Create a Salesforce Record from a Flow, Create record through flow, Factor Authentication, flow builder in salesforce, flow builders, Flow examples, FlowBuilder, Lightning Flow, Lightning Flow example, lightning flows in salesforce, New Flow Trigger, Permission Set Assignment, permission sets, Permission Sets in Salesforce, PermissionSetAssignment, PermissionSetId, sales force automation software, salesforce, salesforce automation, salesforce automation tools, Salesforce CRM, Salesforce Flow, Salesforce Flow Example, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, salesforce sales cloud, salesforce trailheads, SFDC, Two Factor Authentication
    • Getting Started with Salesforce Flow – Part 3 (Restricting Login Flows to Execute Only Once!)

      Posted at 12:41 AM by Rakesh Gupta, on April 9, 2019

      A few years back I wrote an article Unconventional application of Two-factor Authentication!. It was a huge success – I received several emails from people requesting me to write another article to show something on restricting login flow to once, based on the condition; instead of, running the flow more than once. Before we move ahead, do check out this article to learn about Flow Builder and some hidden tips and tricks. 

      Login flow gives you the flexibility to build a custom post-authentication process that meets your business requirements. Login Flow, however, doesn’t give you the flexibility to define how many times, or when, you want to display the Flow. And sometimes, this creates a problem for newbie flow learners. Newbies don’t understand how to configure Login Flow to execute only once; or, control the execution based on specific requirement – For instance, configuring how to display a message three times using Login Flow with two days gap between each display:

      • Display message once in a day. 
      • And, there should be two days gap between the display of each message.

      Today, in this article, I am going to show you how you can configure to control the Login Flow to execute only once. Let us start with a business use case.

      Business Use Case

      Martin Jones is working as a System Administrator at Gurukul on Cloud (GoC). GoC is in the process of updating the employment agreement. Management at GoC wants to use Salesforce to make sure that every user reads the employee agreement and agrees to it. Until they agree, don’t allow them to login into Salesforce.

      Solution for the above business requirement

      To solve this requirement, we will use many ingredients – including, Salesforce Flow, Login Flow, and a Custom field (Employment_Agreement__c) on the User object. 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 few minutes to go through the following flow diagram and understand it. Read the rest of this entry!

      Posted in Salesforce Flow | 9 Comments | Tagged Assignment Element, authentication process, Decision element, execute only once, Flow builder, flow diagram, force logout, Lightning Flow, Lightning Flow Designer, Login Flow, Process Automation, saleforce flow learning, salesforce, Salesforce Flow, Salesforce Flow Example, Salesforce Ohana, salesforce release, System Variable, Two Factor Authentication
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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)
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