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Salesforce Admin Hack Series:User Object

#sfHacks

Salesforce Admin Hack Series:User Object

#sfHacks

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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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