As Admins, we all use the User object right? So why not “hack” it up?? Michael Farrington and I return with another installment in the Salesforce Admin Hack Series. This time we hack the User object with what we believe are some very useful “hacks”. Hopefully you will find great value in them! As a quick side note, we are currently looking at our next object to “hack” so if you have any suggestions please let us know. Alright, enough talking, check out the hacks below and let us know other ways you’ve “hacked” the user object. Thanks and happy hacking!
Hack Objective: Send introduction email to new users with specific information on getting started with Salesforce.
Name: User | Welcome Email
Template Type: HTML with Letterhead
Template Text: Add your own custom text with helpful links to custom help docs and/or videos.
Evaluation Criteria: Evaluate the rule when a record is created
Rule Criteria: User: Active EQUALS True
Email Template: User | Welcome Email
Recipients: Email Field: E-mail
Shout out goes to Salesforce MVP Steve Molis (@SteveMoForce)
Hack Objective: report on users without records. In this example we will be using Opportunities.
Custom Report Type
Primary Object: Users
Object Relationship(s): Opportunities (Opportunity Owner)
A to B relationship: ”A” records may or may not have related “B” records.
Custom Formula Field (Number) No Decimal Places: Opportunity Count
Hack Tip: Sum up Opportunity Count and sort by User Full Name to see which users have zero records.
Shout out goes to Salesforce MVP Steve Molis(@SteveMoForce)
Hack Objective: Create one report that can be used by anyone to see the records they created.
Custom Formula Field (Number) No Decimal Places: Created by Me
Formula: IF(CreatedById = $User.Id, 1,NULL)
Hack Tip: Create List View or Custom Report and filter on custom field (Created by Me = 1). You can also do the same for Last Modified By.
Shout out goes to Salesforce MVP Scott Hemmeter (@hemmeter)
Hack Objective: change a users email without sending email confirmation message.
Hack Tip: Change the email AND check this box….
Shout out goes to Salesforce MVP Gorav Seth (@goravseth)
Hack Objective: Set an “Access Expiration” date on a user, and have them automatically deactivated on that date
Custom Field (Date) on User Object: Access Expiration Date
Evaluation Criteria: Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria
Rule Criteria: User: Access Expiration GREATER THAN TODAY
Time Dependent Workflow Actions: 0 Days After Access Expiration
Workflow Field Update
Field to Update: User: Active
New Value: Checkbox
Below is the recorded webainar (there is some dead air at the beginning, but we eventually get it going).