How To

Highlight Record Attributes Using Flow [Lightning Experience]

August 1, 2017March 22, 2018 jenwlee

For one of my projects, there is a requirement that the support staff be able to specify the Contact’s status for that relationship via a picklist, such as active and inactive. There are three possible relationships a Contact can have with our company. There is another requirement by the support staff for the other relationships… Continue reading Highlight Record Attributes Using Flow [Lightning Experience]

How To

Automated Cleanup When User Is Deactivated -Remove User from Permission Sets

February 14, 2017May 23, 2021 jenwlee9 Comments

Here are a few lessons learned from implementing this use case: Automate the removal of permission sets from a deactivated user. Understand the structure of permission set and permission set assignments. Use process builder to invoke flow. Strengthen your flow from faulting by adding decision elements. Provide descriptions, where provided, in Salesforce. This may be… Continue reading Automated Cleanup When User Is Deactivated -Remove User from Permission Sets