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Use a flow to create a new user
I'd like to create a flow that our HR department can use for onboarding a new hire that creates a user account and configures settings such as assigning a managed package, setting a role, setting a profile, etc.
I haven't found a lot of information on this... is it even possible?
I haven't found a lot of information on this... is it even possible?
Flow based on what criteria ??
I second his idea, if you just wanna expose a page for User Creation to external users.
Create a Site and run the flow in the back end.
See these docs..
https://developer.salesforce.com/page/Sites
I thought a workaround might be to include the forgotten password link with a prefill on the username but unfortunately, that doesn't work until it has been reset either. Our process requires that we create a user and a contact record and for that, it doesn't really work or save us much time.
That said, it will work, you just have an extra step at the end which would be to pull up the new record and send a password reset. You would also have to grant them "Manage Users" permissions which could be a little risky as it grants a lot of permissions.
@rowan,
Explaining that process would be quite lengthy, its a fairly simple flow, however. The best approach is to understand what is required to insert new User accounts. Those details are provided by salesforce here https://help.salesforce.com/articleView?id=000327115&type=1&mode=1
Then simply add screens, fields and decisions to cover your specific data points needed. You will not, however, be able to do things like assign licenses and other platform permissions via this. Really only allows for user record field data.
Appreciate the help