Salesforce

Automate User Creation and Permission Set Group Assignment Using a Custom Metadata Type Mapping

Eliminate the manual steps of creating Salesforce users based on a case or form submission. Let Salesforce do the work for you. Use flow to automate the user creation and permission set group assignment based on a selected user persona with the help of a custom metadata type mapping.

Here are a few lessons learned from implementing this use case:

Learn how to configure a screen flow invoked from a quick action.
Learn how to use a custom metadata type to manage the profile | role | permission set group mapping for a user persona. Avoid “hardcoding” this information in your automation.
Learn how you can use community built flow actions – in this post, we will use NavigateToRecord and Update Screen to enhance the power of flow from UnofficialSF.
Provide descriptions, where provided, in Salesforce. This may be tedious step, I know, but your future self will thank you when you are trying to remember what you configured or assist other/future admins when troubleshooting or enhancing what was built. This includes variables, the purpose of a flow, what each flow element does, etc.

Business Use Case: Addison Dogster is the system administrator at Universal Containers. Part of her job is user maintenance, creating new users, assigning permission set groups and permission sets. Addison has worked on creating some cool automation but how about automating these routine, boring user maintenance tasks so she can work on building new automation?

Solution: Addison needed a way to map each user persona to a profile, role and permission set group so she doesn’t need to hardcode all the various scenarios in her flow or need to refactor the flow every time a new user persona is introduced or needed to be modified. This will be handled via custom metadata type (CMDT). By having this mapping in a CMDT, Addison can maintain user personas in a pinch and keeping the flow in tact. Addison’s motto is “Work Smart, Not Hard.”

Note: You can extend this mapping to include public groups, queues, etc.

Solution includes:

My Domain needs to be enabled in the org to use the local action component from the UnofficialSF. This blog post will not cover enabling My Domain in your org.
Custom fields to capture the user’s request information on the custom object called User Request. Note: You can add these fields to the Case object if you are using case management to manage new user requests. You need to create fields to store the user’s first name, last name, email address and requested user persona. For your use case, you may need to capture additional information.
One custom metadata types for the user persona mapping to profile, role and permission set group.
The users running this flow will need the system permission to manage users.
A flow that is initiated by an Approve quick action on the record page that looks up the User Persona to Profile | Role | Permission Set Group mapping, the looks up the profile id, role id, permission set group id using a Get Records flow element using the profile name, role name and permission set group API name (no hardcoding!). It then creates the user, assigns the newly created user to a permission set group, takes the user back to the user request record upon the flow completion and refreshes the page.

View image full screen

What, what is a custom metadata type? Read the section called “What’s a custom metadata type?” in this previous blog post.

Steps:

1.Create a new text field on the User Request object (or the object of your choosing) to store the user’s first name (First_Name__c) and last name (Last_Name__c), a new email field to store the user’s email address (Email__c) and a new picklist field that contains the user persona (User_Persona__c).

Best practice tip: Don’t forget to provide a description so you and other/future admins know what this formula field is used for.

View image full screen

Best practice tip: Don’t forget to provide a description so you and other/future admins know what this custom metadata type is used for.

A. Create custom text fields called Permission Set Group API Name (Permission_Set_Group_API_Name__c), Profile Name (Profile_Name__c), Role Name (Role_Name__c) and User Persona (User_Persona__c).

Best practice tip: Don’t forget to provide a description so you and other/future admins know what this custom metadata text field is used for.

B. Create custom metadata type records, to hold the user persona and associated profile name, role name and permission set group API name. Example below.

View Image Full Screen

3. Install the NavigateToRecord and Update Screen components from UnofficialSF. This allows you to take the user back to a record after the flow is finished and eliminates the “Flow is finished” message as the last flow step.

I highly recommend installing and testing this in a sandbox first. Don’t just install it directly to Production. To ensure you are installing in a sandbox, always make sure the URL is test.salesforce.com.

Right-click on the link and do a copy link address. Paste “/packaging/installPackage.apexp?p0=xxxxxxxxxxxxxxxxxx” at the end of the URL (where xxxxxxxxxxxxxxxxxx is the Id of the package installation). This will automatically install the package in your sandbox or production, whereever you are logged into.

4. Let’s create the flow that is initiated by an Approve quick action on the record page that looks up the User Persona to Profile | Role | Permission Set Group mapping, the looks up the profile id, role id, permission set group id using a Get Records flow element using the profile name, role name and permission set group API name (no hardcoding!). It then creates the user, assigns the newly created user to a permission set group, takes the user back to the user request record upon the flow completion and refreshes the page.

For those using Salesforce Classic, flow can be found in Create | Workflows & Approvals | Flows. In Lightning Experience, it is found under Process Automation | Flows. Click on “New Flow.” Select Screen Flow. Click on the Create button.

A. Let’s create our flow resources. Go to the Manager tab, click on the New Resource button.

Best practice tip: Don’t forget to provide a description so you and other/future admins know what this flow resource is used for.

Create another record variable called “recordId.” In Summer ’20, when you create a record variable, rather than a text variable, you will have access to all the data for that record without needing to do a Get Records to retrieve the record data. Note: recordId is a reserved variable name that passes the record Id from a quick action or lightning record page.

Resource Type: Variable
API: recordId
Data Type: Record
Object: User Request (or the object you create the fields from Step 1)

Your completed variable should look like this.

Now, let’s create a formula variable called “AliasFormula.” The alias field on the user object is not unique. However, it is limited to 8 characters. We will set the alias to the first character of the user’s first name and the user’s last name with today’s month and day, but limited to 8 characters. If you don’t limit this, your flow will fail.

Resource Type: Formula
API: AliasFormula (I like end my formulas with “XXXXFormula”)
Data Type: Boolean
Formula: LEFT(LEFT({!recordId.First_Name__c}, 1)+{!recordId.Last_Name__c}+TEXT(MONTH(today()))+ TEXT(DAY(today())),8) [Note: {!recordId} is the recordId. Click on > to access the record fields.]

Your completed variable should look like this.

We need to another formula variable called “UsernameFormula.” The username takes the format of the user’s email+value that makes the username unique across all Salesforce orgs. In this example, Addison adds “.jen” at the end of their email address for their username

Resource Type: Formula
API: UsernameFormula (I like end my formulas with “XXXXFormula”)
Data Type: Text
Formula: {!recordId.Email__c}+”.jen” [Note: {!recordId} is the recordId. Click on > to access the record fields.]

Your completed variable should look like this.

B. First, drag the Get Records flow element to the canvas so we can query the Persona to Profile | Role | PSG Mapping custom metadata object for the profile, role and permission set group associated to a user persona.

Label: Get the Profile | Role | PSG Mapping for the User Persona
Object: Persona to Profile | Role | PSG Mapping
Filter the Persona to Profile | Role | PSG Mapping Records
Records by User_Persona__c Equals {!recordId.User_Persona__c}.
How Many Records to Store: Only the first record
How to Store Record Data: Automatically store all fields