Automate User to Permission Set, Group, Queue Assignment in Salesforce | User Access Policies 🚀 🔥

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  • Опубликовано: 11 сен 2024

Комментарии • 28

  • @TechnicalPotpourri
    @TechnicalPotpourri  Год назад

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  • @Jay-ky223
    @Jay-ky223 Месяц назад +1

    Thanks heaps.. i didn't even know these sort of features existed in SFDC

  • @romilservio2149
    @romilservio2149 11 месяцев назад +1

    This will definitely help out a lot. I could see us using this to assign permission set group to an experience site portal user. Thank you for sharing.

  • @kasijangiti3427
    @kasijangiti3427 10 месяцев назад +1

    Detailed Explanation SIr. Keep doing the videos like this. It will be very helpful for us. Thank you for your effort.

  • @bnindu
    @bnindu Год назад +1

    @sudip I love this video which would be a huge usecase for JML. I love the video explanation , usecase and text which shows up quickly. Keep doing this great work!! i would love to reference your video for a jml usecase. Let me know if that is okay with you?

    • @TechnicalPotpourri
      @TechnicalPotpourri  Год назад

      Glad you liked it. Feel free to use the video if you think it will help your usecase or audience.

  • @massimotarquini5157
    @massimotarquini5157 Месяц назад

    are OR conditions or custom logic supported? the only possible option i see is a single criteria rule and that s it OR is not supported as far as i can see? thanks sir

  • @davidi6773
    @davidi6773 2 месяца назад +1

    Hey! Do you know if there is a way to assign Permission Set to profiles or if it's going to be available soon? Thank you! Great video.

    • @TechnicalPotpourri
      @TechnicalPotpourri  2 месяца назад

      I saw one Idea open. Not sure when it will be delivered from Salesforce side.

  • @massimotarquini1168
    @massimotarquini1168 4 месяца назад +1

    great video sir. can these policies be migrated with change sets?

  • @devanshmarkan4579
    @devanshmarkan4579 4 месяца назад +1

    I have a doubt. I want to revoke a user's access to a public group if a permission set assignment is deleted.
    I did try it as filter being "Permission Set NOT EQUAL TO thatnameofPS, and action was "Revoke Public Group. But it's not working. What could be the problem?

    • @TechnicalPotpourri
      @TechnicalPotpourri  3 месяца назад

      I think permission set not equals to something is a very broad criteria which might end up being true for a good amount of users.

  • @kalyanisundaram3761
    @kalyanisundaram3761 Месяц назад

    I want to create a public group that should be assigned to particular permission sets. so that i can remove the users from the group , not individually go and remove the permission set, is that possible ?. Please advise

  • @awesomekj5812
    @awesomekj5812 Месяц назад +1

    Do you know if we can create some kind of trigger or apex to de provision license or permission set without manually removing them from users?

    • @TechnicalPotpourri
      @TechnicalPotpourri  Месяц назад

      Yes you can write trigger or flow to add/remove permission set from users depending on the condition.

    • @awesomekj5812
      @awesomekj5812 Месяц назад +1

      @@TechnicalPotpourri Is it like straighforward removing them from permissionsetassignment object ? I was hoping User Access Policies might have an object to check and remove from there.

    • @TechnicalPotpourri
      @TechnicalPotpourri  Месяц назад

      It will be like removing it from permissionsetassignment object

  • @user-ff7vs2kv6b
    @user-ff7vs2kv6b Год назад

    Hi, I tried using this but could not locate my custom object (picklist values) to reflect in "Select Additional User Field Filters". Does this have to be checkbox the way in your example has been showcased ?

    • @TechnicalPotpourri
      @TechnicalPotpourri  Год назад

      You can use filters on standard and custom user fields of type Checkbox, Number, or Text. Picklist is not supported. Here is the documentation: help.salesforce.com/s/articleView?id=sf.perm_manual_user_access_policies.htm&type=5

    • @Esther-Hov
      @Esther-Hov 3 месяца назад +1

      @@TechnicalPotpourri Picklist is now supported per documentation. Must have come with recent update.

    • @TechnicalPotpourri
      @TechnicalPotpourri  2 месяца назад

      Thank you @Esther-Hov for the recent news. Yes with new update, picklist is now supported.

  • @awesomekj5812
    @awesomekj5812 2 месяца назад

    can you do a case where this assignment fails ? Where would you see the errors ?

    • @TechnicalPotpourri
      @TechnicalPotpourri  2 месяца назад

      I am not sure what do you mean by the assignment fails. Can you please elaborate your question? Thanks !!

    • @awesomekj5812
      @awesomekj5812 2 месяца назад

      @@TechnicalPotpourri I meant to say if you run the user access policies and for some reason it fails to assign right permission set to users. Where would you go to see the errors before you get to know about them from users itself ?