Here, we will create the user based on the input from the screen and other fields set with formula values or hardcoded values for those fields mandatory for each user."Customer Material" means any information provided by the customer to BA including, but without limitation, your details, sizes, delivery details, requirements or any information provided in the Enquiry or Order "Enquiry" means any enquiry made of BA "Force Majeure Event" includes any delay or failure to perform our obligations as set out in these Terms where such delay or failure to perform arises from circumstances beyond our reasonable control, including (without limitation) any Act of God, communications failure, death, destruction, fire, flood, strikes, riots, accident, disruption to energy supplies, civil commotion, acts of terrorism or war "Order Confirmation" an order confirmation from BA to you confirming receipt of your payment and the acceptance of your order "Price" means a price issued by BA to you in response to an Order Confirmation and/or an Enquiry "Product" means products available for sale on the Website "BA", "us" or "we" means Busters Accessories whose registered office is at Phoenix Way, Garngoch, Gorseinon, Swansea. Next, we need a Create Records flow element called Create User. Control Navigation: Deselect Previous and Pause.This just shows a text message that says the username exists.īest practice tip: Provide a description so you and other/future admins know what this flow element is used for. Next, we need to configure a Screen flow element called Username Exists. We will set it to the user’s last name and append the flow’s current date and limit the characters to 8. Create a formula to set the alias to a unique value.We now need to create a couple of Formula resources.īest practice tip: Provide a description so you and other/future admins know what these flow resources are used for. We need to create a v ariable resource to store the new user’s selected role id.Ĭ. This is how that flow resource would be configured.ī. We need to create a v ariable resource to store the new user’s selected profile id.īest practice tip: Provide a description so you and other/future admins know what this flow resource is used for. In the flow, we would configure the following flow resources.Ī. Click on “ New Flow.” Select Screen Flow. In Lightning Experience, it is found under Process Automation | Flows. This flow will: (1) get the SFDC License Definition Key to retrieve the Salesforce license information, (2) Determine whether there are enough licenses, (3a) if no licenses left, show a screen indicating there are no more licenses, (3b) if there are licenses, show a screen for the user to submit the new user information, (4) see if an active user already exists with the username, (5) determine whether the username exists, (6a) if the username exists, show a screen indicating such, (6b) if the username does not exist, create the new user and lastly, (7) create the confirmation screen.ġ. The automation solution (screen flow) looks like this: The built solution on the lightning app page looks like this: For her purpose, since they are only creating Salesforce users, she only needs the license information for the Salesforce license type or the LicenseDefinitionKey = “SFDC.” To see all the data points in this object, Addison did an export of the UserLicense object (all fields) via Data Loader. The UserLicense object holds all the license information for the org. Solution: Addison knows that the license information is shown on the Company Information page, but how does she get this information via flow? We will not be covering these steps in this blog post). This new user creation form will be accessible via a Lightning app page. (Note: These individuals have the permission to Manage Users. She would like give certain individuals the ability to create users but with a form that only has the fields needed for user creation and not the standard Salesforce user record creation screen. Samantha Smith is the Operations manager. Ensure certain user fields are unique to prevent the user creation process from failing.īusiness Use Case:Addison Dogster is the system administrator at Universal Containers.Learn how to determine if there are sufficient licenses in the org needed to create the new user.Learn how to configure a screen flow to create a new user.Here are a few lessons learned from implementing this use case:
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