salesforce admin hack series: user object
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Salesforce Admin Hack Series:User Object
#sfHacks
Salesforce Admin Hack Series:User Object
#sfHacks
Welcome!
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@michaelforce@ringlead
@jarrodmichael@appirio
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Michael FarringtonChief Product Officer, RingLeadFounder, Qandor
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Complete Data Quality SuiteRingLead creates easy-to-use yet powerful applications that will keep each record in your database normalized, unique and complete.
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Jarrod KingstonConsultant, Appirio
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Clone Button
Objective: Give an Admin the ability to clone users.
Solution: Create Custom Link using a URL hack.
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/{!User.Id}/e?clone=1&retURL=%2F{!User.Id}&name_firstName=&name_lastName=&Alias=&Email=&Username=&CommunityNickname=&user_license_id=100i0000000evhw
Shout out to Greg Hacic@greghacic / @interactiveties
Workflow on User Object
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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.
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Report on Record-less Users
Objective: Report on users without Opportunities.
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Shout out to Steve Molis@SteveMoForce
Secret: Create Custom Report Type on Users with or without Opportunities along with “Power of 1” custom formula field.
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:
Shout out to Steve Molis@SteveMoForce
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IF(CreatedById = $User.Id, 1,NULL)
Change Email w/out Sending Confirmation
Secret: Change the email AND check this box...
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Shout out to Scott Hemmeter@hemmeter
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
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Shout out to Gorav Seth@goravseth
Questions? Comments?
@michaelforce @jarrodmichael
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