Tag: Custom Metadata Type

Automate User Creation and Permission Set Group Assignment Using a Custom Metadata Type Mapping
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Automate User Creation and Permission Set Group Assignment Using a Custom Metadata Type Mapping

jenwlee4 Comments

Eliminate the manual steps of creating Salesforce users based on a case or form submission. Let Salesforce do the work for you. Use flow to automate the user creation and permission set group assignment based on a selected user persona with the help of a custom metadata type mapping. Here are a few lessons learned… Continue reading Automate User Creation and Permission Set Group Assignment Using a Custom Metadata Type Mapping

My Dreamforce ’18 Sessions
Dreamforce

My Dreamforce ’18 Sessions

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I was excited for opportunity to present at Dreamforce, for the third consecutive year. I love sharing my knowledge with others in the Salesforce ecosystem. This year, I represented John Hancock to showcase our LTC Portal implementation using community cloud, flow and lightning components; delivered two sessions on the basics of flow in “No More Excuses.… Continue reading My Dreamforce ’18 Sessions

[Salesforce Admins Webinar Recording] Advanced Automation with Flows and Custom Metadata Types
How To

[Salesforce Admins Webinar Recording] Advanced Automation with Flows and Custom Metadata Types

jenwlee

If you missed my recent Salesforce Admins Webinar “Advanced Automation with Flows and Custom Metadata Types” with Admin Evangelist Marc Baizman, now is your chance to catch up on the recording and deck. Recording: Deck: Advanced Automation with Flows and Custom Metadata Types  

I’m Speaking at Dreamforce ’18
Dreamforce

I’m Speaking at Dreamforce ’18

jenwlee

If you are attending Dreamforce ’18, please come to my breakout sessions and say “hi.” Bookmark these now, before Agenda Builder goes live. Build Best-in-Class Customer Portals Harnessing Business Process Automation Wednesday, September 26, 10:00-10:40am, Palace Hotel, Twin Peaks No More Excuses. Today’s the Day You Learn Flow. Wednesday, September 26, 11:30am-12:10pm, Moscone West, Rooms 2022-2024… Continue reading I’m Speaking at Dreamforce ’18

I’m Presenting on a Salesforce Admins Webinar – Advanced Automation with Flows and Custom Metadata Types
Salesforce Events

I’m Presenting on a Salesforce Admins Webinar – Advanced Automation with Flows and Custom Metadata Types

jenwlee4 Comments

I’m super excited to be presenting with Admin Evangelist, Marc Baizman, on an upcoming Salesforce Admins Webinar where I get to talk about two things I’m passionate about, FLOW and CUSTOM METADATA TYPES! I encourage you to register and attend the session where you will learn about custom metadata types, why they are awesome for… Continue reading I’m Presenting on a Salesforce Admins Webinar – Advanced Automation with Flows and Custom Metadata Types

Custom Labels, Custom Settings, Custom Metadata Type, Custom Permissions – Add These to Your #AwesomeAdmin Toolset
Salesforce Events

Custom Labels, Custom Settings, Custom Metadata Type, Custom Permissions – Add These to Your #AwesomeAdmin Toolset

jenwlee

Thank you, Midwest Dreamin’, for having me as a presenter at #MWD18. I had a blast. As promised to those who attended my session, here is a link to the deck. I would love to hear about your use cases and how you are using these traditional developer used only components for your declarative solutions.… Continue reading Custom Labels, Custom Settings, Custom Metadata Type, Custom Permissions – Add These to Your #AwesomeAdmin Toolset

Create a New Opportunity From a Quick Action w/ Specific Record Type Based on the User’s Profile
How To

Create a New Opportunity From a Quick Action w/ Specific Record Type Based on the User’s Profile

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(Note: This blog post only applies to Lightning Experience. You cannot invoke a flow from a quick action in the Salesforce Classic UI.) The business wants the ability to quickly create an opportunity record from a contact with minimal number of fields and create/associate this contact as the primary contact and “Decision Maker” on the… Continue reading Create a New Opportunity From a Quick Action w/ Specific Record Type Based on the User’s Profile

(Spring 18 Preview) Reference Custom Metadata Type Records in Validation Rules (Pilot)
How To · Salesforce Release

(Spring 18 Preview) Reference Custom Metadata Type Records in Validation Rules (Pilot)

jenwlee4 Comments

I am excited to see my Idea listed as one of the ideas to be delivered in the near future at Parker Harris’ True to The Core Dreamforce 17 session and to be in the pilot for referencing custom metadata types in validation rules. Thank you, Vlad! Note: The blog post will cover a description… Continue reading (Spring 18 Preview) Reference Custom Metadata Type Records in Validation Rules (Pilot)

Automate Chatter Post That @Mentions Several Users
About Me · How To

Automate Chatter Post That @Mentions Several Users

jenwlee2 Comments

[Note: This use case/solution can be implemented in both Classic and Lightning Experience.] While process builder has the ability to post to chatter, its capabilities are a bit simplistic. In process builder, you can post to a user, a chatter group or the record. There is no ability to @mention multiple users dynamically. Users can… Continue reading Automate Chatter Post That @Mentions Several Users

Automate the Assignment/Removal of MapAnything License and User Settings Based on User Role
How To

Automate the Assignment/Removal of MapAnything License and User Settings Based on User Role

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I want to give a shout out to Bryan James, developer at MapAnything, for assistance on identifying the MapAnything customized user settings. Thank you for your help, Bryan! You’re the best! Here are a few lessons learned from implementing this use case: Learn how to automate package license assignment or removal on other criteria that is… Continue reading Automate the Assignment/Removal of MapAnything License and User Settings Based on User Role