How to Assign Permission Set to the New User using Flow in Salesforce

In Salesforce, we assign the permission set to give extra access to users. This permission set can be assigned from the permission set setup, but we can automate the process of assigning the permission set to new users using the flow in Salesforce.

In this Salesforce tutorial, we will learn to Assign Permission Sets to the New user using Flow in Salesforce.

Assign Permission Set to the New user using Flow in Salesforce

To Assign Permission Set to the New user using Flow in Salesforce, navigate to the Setup page of Salesforce and follow the below steps.

Before this, ensure that you have created the permission set that you will assign to the user using the flow.

1. On Salesforce’s Setup page, go to the Quick Find box and search, then select Flows under Process Automation.

Assign Permission Set using Flow in Salesforce

2. In the Flows setup window, click on the New Flow button.

Create a flow to assign permission set in Salesforce

3. In the New flow, select the option Record-Triggered Flow and click on the Create button.

Create a trigger flow to assign permission set in Salesforce

4. In the trigger conditions, select the Object as User, then select the Configure trigger option when A record is created.

In this trigger flow, I will apply the condition that when the user is active, then the flow will trigger, and for that, we have to select the Field as IsActive, Operator as Equals, and Value as True.

Create a Record trigger flow to assign permission set in Salesforce

5. To get the permission set for the user, add a Get Record element to the flow.

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6. Enter the Label and the API Name for the get record element, then select the Object as Permission Set.

In the Condition Requirements, select the Field as Name, Operator as Equals, and Value as Name of the permission set. In this example, the value is New User Permissions.

How to Assign permission set using flow in Salesforce

7. Now add a Create Record element to the flow.

8. Enter the Label for the Create Record element and the API Name will auto-filled according to the entered label.

Under the heading How to set the Record Fields, select the option Use Separate Values and literal values.

Assign Permission Set to user using Flow in Salesforce

9. In the section Create a Record of this Object, select the Object as Permission Set Assignment.

To create a permission set assignment, we need to add fields AssigneeId and PermissionSetId. For the AssigneId, set the value as Record > User Id, and for the permissionSetId, select the value as Id of get record element.

Create a trigger flow to assign permission set to user in Salesforce

10. After creating the flow, save it by entering the Flow Label, and the Flow API Name will be auto-filled according to the entered flow label. At last, click on the Save button.

How to create a flow to assign permission set to users in Salesforce

11. Now activate the flow, and for that, click on the Activate button.

Assign Permission Set to user using trigger flow in Salesforce

We have created and activated the flow that will assign the selected permission set to the newly created user.

Create a new user to assign permission set

Now, we will test the flow to see if it assigns the permission set to the new user or not. To do that, navigate to the setup page and follow the below steps.

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1. Go to the Quick Find box and search, then select Users.

Salesforce User Permission set assignment through flows

2. In the User setup window, click on the New User button.

3. Enter the required details to create the new user and click Save.

Assign permission set to new user using flows in Salesforce

4. As we click on the save button, the user will be created. On the user profile page, drag down to the section Permission set Assignments, and there, you will see the permission set that we have selected in the flow assigned to the new user.

Use flow to assign permission set to user in Salesforce

In this way, we can Assign a Permission Set to the New User using flow in Salesforce by following the above steps.

Conclusion

In Salesforce CRM, automating the assignment of permission sets to new users using flow simplifies the onboarding process, which saves time and ensures consistency. With flow automation, we can efficiently manage user permissions and create a more organized Salesforce environment.

By following the above steps, you might have understood the process of assigning permission sets to new users using flow in Salesforce.

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