There may be situations in which an email is sent via an email alert that you would like to log as an activity. Currently, the emails alerts are not logged as an activity history. To bridge this functionality gap, we can create an email message record once the email alert is sent when a case is closed… Continue reading Log an Email Sent via Email Alert to the Activity History
This blog post was inspired by Randi Thompson. Here’s to you, Randi! Here are a few lessons learned from implementing this use case: Learn how to invoke flow from process builder. Use custom labels to avoid hardcoding Salesforce record type Ids in flow. Provide descriptions, where provided, in Salesforce. This may be tedious step, I… Continue reading Create a Person Account For New Email-to-Case
Developers know that it is not a best practice to hardcode IDs in code, as documented in the Salesforce Developers site. https://developer.salesforce.com/page/Best_Practice%3A_Avoid_Hardcoding_IDs It is a big pet peeve of mine when I see hardcoded IDs in formulas, validation rules, process builder, flow, etc. The same best practices apply on the declarative side as with the development… Continue reading Did I Just See You “Hardcode” a Salesforce ID? Aw, Hell No!
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 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
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
Thank you, Salesforce, giving me the opportunity to present my passion for process automation tools at the recent NYC Salesforce World Tour. I had fun putting together my deck with the various Trailhead characters throughout. Download the deck: Equip Your AwesomeAdmin Toolkit (NYC World Tour) Looking forward to the Boston Salesforce World Tour in May… Continue reading NYC Salesforce World Tour: Equip Your #AwesomeAdmin Toolkit
I want to thank Elna Miller for having me share my passion for process builder with the community on the Release Readiness -Winter ’17 Hot Topics: Keeping it DRY with Invokable Processes. It was super cool to see that 75 people out of the 252 attendees (570+ registered) stayed on for the Q&A portion of… Continue reading Missed My Release Readiness Webinar? Winter ’17 Hot Topics: Keeping it DRY with Invokable Processes
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