Automatically Assign/Remove User To/From a Call Center, Sales Console Permission Set License & Sales Console Perm Set

I’m sure we’ve all fallen into this issue. When creating new users or updating users in Salesforce, we may or may not remember to add or remove users to certain other permissions in Salesforce, whether it’s assigning a user to a Call Center, permission set or permission set license assignment.

Rather than rely on humans to remember to take action accordingly, why not have Salesforce do it for us? You may be aware that you can automate the permission set assignment/removal from my previous blog postings. But, did you know that you can automate this process and have Salesforce do the work of assigning users to a Call Center, Sales Console User permission set license assignment and Sales Console permission set? How great is that?!

You can assign a user to the Call Center one of two ways, either via the Call Center itself or selecting the Call Center via the Call Center field on the user record. The value is stored in the CallCenterId field on the User record.

You can assign a user to a permission set license assignment via the User record, permission set license assignment related list. This creates a record in the PermissionSetLicenseAssign object with the AssigneeId (which is the userID) and the PermissionSetLicenseId.

You can assign a user to a permission set via the User record, permission set related list. This creates a record in the PermissionSetAssignment object with the AssigneeId (which is the userID) and the PermissionSetId.

While, I’m sure you can accomplish the same via a trigger, we are going to build this process declaratively using automation tools process builder, including an invocable process, and visual workflow.

Read on...