Automatically Assign Permission Sets With Salesforce Flow

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Learn how to automatically assign permission sets with Salesforce flow in this week's Automation of the Week!

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Rotive is an official Salesforce Partner that helps small businesses automate their processes.

  1. Rotive - Brian Hays
  2. salesforce flow
  3. assign permission sets salesforce
  4. how to give permission sets in salesforce
  5. salesforce flow examples
  6. flow builder
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Комментарии
Автор

This is very helpful! Thank you for the video! What would happen if it doesn't check if the user already has it and just double assign it?

kaheekim
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Hello. This tutorial is great. Very simple and straightforward. What about if I want to assign multiple permission sets?

lilonealma
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@Brian - I am working with a screen flow where I would like users to request permission sets to add to a user. Is there a way to add a screen flow component that allows users to multi-select permission sets from a list of all the available permission sets? I don't want to then automatically assign those permission sets, I just want to create a list where users can select them. Is this possible?

RRJ-COHCPF
Автор

This is a helpful video for a similar use case I have, but how can I introduce or set up a trigger mechanism for a Screen Flow where additionally Manager can approve prior to automated assignment of the PS?

VartikaPrakash
Автор

How to also automatically assign Managed package (Assign licences ) along with a PS to an user ?

shubhangiwairagade