How to Assign a Permission Set Group to a User with an Expiration Date using Flow in Salesforce?
The Summer ‘21 release feature to Permission Set Groups allows admins and users who have the specific Permission Sets system permission to set assignment expiration dates and also assign permissions that expire to users through permission set groups.
With this thoughtful yet simple solution, you can assign a permission set group to a user with an expiration date using flow in Salesforce.
Let’s begin!
Supportive Screenshots
Figure 1: This is what our complete automation solution (screen flow) looks like.
Figure 2: Setup I User Management Settings.
Figure 3: Enable the setting shown above.
Figure 4: Setup I Object Manager I Screen Flow Lookup I Fields & Relationships
Figure 5: Setup I Permission Set Groups
Figure 6: Setup I Object Manager I Screen Flow Lookup
Figure 7: Setup expiration date/time formula
Figure 8: Assign a PSG to a User
Figure 9: Add expiration date and time
Figure 10: Select a user and the expiration date/time for the Sergio Permission Set Group assignment.
Figure 10.1
Figure 10.2
Figure 11: Get the Sergio PSG Id
Figure 11.1
Figure 12: Get Permission Set Group Assignment
Figure 12.1
Figure 12.2
Figure 13: Assign Sergio’s PSG to the User
Figure 13.1
Figure 14: Assign a PSG to a User, add the display text
Figure 14.1
Figure 14.2: Add a Flow Label
Figure 15: Select a user and the expiration date/time for the PSG assignment.
Figure 15.1 Assigning a PSG to a User is now successful for the specific user.
Figure 16: Permission Set Group Assignments have been activated.
Conclusion
How easy was it? We hope that you liked this solution by our team of Salesforce experts. Do let us know your feedback if you try out this solution for your business. Also, if you need further assistance or help in implementing this solution, then get in touch. We’ll be back with another solution really soon. Till then, happy learning! 🙂
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