(This solution works in both Classic and Lightning Experience.) Your company is using Salesforce campaigns. You need to also give your contacts the ability to opt out of marketing campaigns. Currently, a contact who has opted out of marketing campaigns may be added to a campaign. The marketing user then needs to run a report… Continue reading Remove a Contact from Campaign(s) When Opt Out Marketing Campaigns
[Note: This use case/solution can be implemented in both Classic and Lightning Experience.] I’d like to give a shout out to my community friend, John Lay, for being the inspiration for this blog post. He had recently reached out to me on advice on this very error in his process. Ever create a process that… Continue reading The flow failed to access the value for myVariable_Field because it hasn’t been set or assigned.
[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
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
Here are a few lessons learned from implementing this use case: Automate the profile assignment and role removal of a deactivated user via process builder. Use a custom label to store the profileID for the Inactive User profile versus hardcoding the ID in your process builder. This blog post was inspired by Ashley Papp who… Continue reading Automated Cleanup When User Is Deactivated – Assign to an Inactive User Profile and Remove Role
Here are a few lessons learned from implementing this use case: Automate the removal of a deactivated user from groups and queues. Understand the object structure for public groups and queues and the users/groups assigned to them. Use process builder to invoke flow. Strengthen your flow from faulting by adding decision elements. Provide descriptions, where… Continue reading Automated Cleanup When User Is Deactivated – Public Groups and Queues
When a user is deactivated from Salesforce, there is cleanup work that is needed after the fact if you want to keep your org relatively free of “clutter.” In most cases, leaving inactive users associated to public groups, queues, permission sets, etc. is fairly harmless. As I mentioned before, it’s just clutter in your org.… Continue reading Automated Cleanup When User Is Deactivated – Managed Package Licenses
I’m sure we’ve all fallen into this issue. When creating new users or updating users in Salesforce, we may or may not remember to add or remove users to certain other permissions in Salesforce, whether it’s assigning a user to a Call Center, permission set or permission set license assignment. Rather than rely on humans… Continue reading Automatically Assign/Remove User To/From a Call Center, Sales Console Permission Set License & Sales Console Perm Set
Salesforce introduced Lightning Experience (LEX) in its Winter ’16 Release. With each of its seasonal releases, Salesforce continues to release enhances to Lightning Experience and starts addressing the features gap between LEX and Classic. One of the current features gap is the ability to add case comments to a case. This was surprising to me since… Continue reading Lightning Experience: Add Case Comments Using a Flow Screen/Embedded Flow Component
With Winter 17, we can now build reusable processes with the introduction of invocable processes! We now have the ability to build DRY solutions. Hooray! We interrupt this blog post for an important message… Jen Lee will be presenting a Release Readiness Webinar, Keeping it “DRY” with Reusable Processes, on December 13th at 10am PT/1pm… Continue reading Process Builder: Implement Simple Nested If/Then Statements using Invocable Processes
Jenwlee's Salesforce Blog 