Salesforce Admin Hack Series: User Object
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This document summarizes a Salesforce webinar on the User object. It introduces the presenters and provides tips and tricks for common admin tasks like cloning users, sending welcome emails, reporting on user records and activity, and automatically expiring user access. Screenshots and code snippets are provided to demonstrate solutions for managing users through configuration rather than code. Participants are encouraged to ask questions in the webinar chat.
Salesforce Admin Hack Series: User Object
- 1. Salesforce Admin Hack Series: User Object the webinar will begin shortly... #sfHacks
- 2. Salesforce Admin Hack Series: User Object #sfHacks
- 3. Welcome! ● Type questions into the webinar control panel ● Join the conversation! #sfHacks @ringlead @michaelforce @appirio @jarrodmichael
- 4. Subscribe to our YouTube Channel #sfHacks
- 5. Michael Farrington Chief Product Officer, RingLead Founder, Qandor #sfHacks
- 6. Complete Data Quality Suite RingLead creates easy-to-use yet powerful applications that will keep each record in your database normalized, unique and complete. #sfHacks
- 8. Appirio Helps You Reimagine Your Business with the Cloud Your Business Reimagined The World’s Largest Cloud Expert Community + = Services Powered by Reusable Technology and 75k Crowdsourced Developers 6 years, 500 enterprises, 2.5M users moved to the cloud © 2013 Appirio, Inc. - Confidential
- 9. Clone Button Objective: Give an Admin the ability to clone users. Solution: Create Custom Link using a URL hack. /{!User.Id}/e?clone=1&retURL=%2F{!User.Id} &name_firstName=&name_lastName=&Alias=&Email=&Username=&Commun ityNickname=&user_license_id=100i0000000evhw Shout out to Greg Hacic @greghacic / @interactiveties #sfHacks
- 10. Workflow on User Object #sfHacks
- 11. Welcome Email Objective: Send introduction email to new users with specific information on getting started with Salesforce. Solution: Use workflow to email user standard template when creating the user record and Active is set to True. #sfHacks
- 12. Report on Record-less Users Objective: Report on users without Opportunities. Secret: Create Custom Report Type on Users with or without Opportunities along with “Power of 1” custom formula field. Shout out to Steve Molis @SteveMoForce #sfHacks
- 13. Report on Records Created by Running User Objective: Create one report that can be used by anyone to see the records they created. Secret: Formula field that leverages $User.Id variable: IF(CreatedById = $User.Id, 1,NULL) Shout out to Steve Molis @SteveMoForce #sfHacks
- 14. Change Email w/out Sending Confirmation Secret: Change the email AND check this box... Shout out to Scott Hemmeter @hemmeter #sfHacks
- 15. Automated Temporary Access Objective: Set an “Access Expiration” date on a user, and have them automatically deactivated on that date Solution: Custom Field + Time Based Workflow Shout out to Gorav Seth @goravseth #sfHacks