5/1/2023 0 Comments Otomatic users![]() We get the ID by looking at the details of the permission set record. We know it by name, but Flow needs to know the permission set ID. Let’s take a closer look at the documented steps for assigning a new permission set.įirst, we need to identify the permission set. If the user was formerly part of the Finance department, we’ll remove the permission set. Then, if it is a new Finance user, we’ll assign a permission set. If an existing user leaves the Finance department and moves to the Sales Division, then the ABC permission set will be removed from the user.Īs we document the business process, for any new user or change to an existing user, we need to evaluate whether the new user is a Finance user or the existing user’s department was Finance and is now something else. It’s easier to make changes on paper than to have to refactor your configuration.įirst, we need to understand the criteria to auto assign or remove a permission set from a user.įor our business requirements, when a new Finance user is added to Salesforce, the ABC permission set will be assigned. This is especially true if you’re just learning Flow or when working on a highly complex process. Before you remove a permission set, you need to ensure the user is already assigned to the permission set.īefore building automation in Flow Builder, I’ve found it helpful to think out the steps logically before getting my hands on the keyboard.Before you assign a permission set, you need to ensure the user isn’t already assigned to the permission set.Your automation (aka flow) needs to accommodate for these UI restrictions or else your flow will fail. Note: You can only delete a permission set in the UI if it’s already enabled for the user. Locate the permission set you want to remove and click the Del link.Navigate (hover over) to the user’s Permission Set Assignments list.Let’s now review the steps to manually remove a permission set from a user. Note: You can assign a permission set in the user interface (UI) only if it’s listed in the Available Permission Sets list. Select the permission set from the Available Permission Sets list to add to the Enabled Permission Sets list.Navigate to the user’s Permission Set Assignments list.There are two parts to this process: adding a user to a permission set and removing a user from a permission set.įirst, let’s review the steps to manually assign a permission set to a user. Let’s review the overall process in Salesforceīefore we log in to Salesforce and create a new flow, the first step in creating automation is to understand the overall process. ![]()
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