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How to create a community user via apex?
The role that needs to exist is on the owner of the account record, not directly on the community user. We have a workflow that forces all of our contacts/accounts to have the same user act as the owner and gave that owner a very generic role which allows us to easily create community users via apex. I can understand that won’t work for everyone…
How to assign a role to a user?
Assign a role to the owner of the contact record. From Setup, enter user in Quick Find, then select Users > Users. Next to the owner of the contact record, click Edit. From the General Information section, select a role, such as CEO. Save your changes.
How to create a community user in Salesforce?
A list of the minimum fields that must be present to create a new Community User from a Contact that has an Account. a Blog post or Salesforce Documentation that outlines what happens on the backend when creating a Community User.
When to activate or deactivate a community user?
We are rolling out a community for our customer base and I am attempting to create an Batch Class to create and activate OR deactivate Community Users based on when they have been deemed to be active by a Designated user from their organization. Our Account-Customer structure is not standard – Most of our Contacts do not role up to an Account.
How to assign users to queue in apex?
The answer to your question largely depends on how you define the Queue. If you define the Queue as consisting of members who have certain role, the act of creating a user with that role will automatically add them as members to the queue. See Try It Out: Create a Queue for Positions from the Force.com Fundamentals workbook for an example.
How to assign a permission set in apex?
PermissionSetAssignment psa = new PermissionSetAssignment (PermissionSetId = ‘XXXXXXXXXXXc94’, AssigneeId = u.Id); permissionSetList.add (psa); } upsert permissionSetList; } } Trigger. Thanks! You need to create a @future method and call it from your trigger.
When to create an external user in Salesforce?
When we create an External User via the Salesforce UI, the role is automatically created as ” Customer User”. However, when I am creating them through the Apex Batch, I don’t do so.
How to create an Application Express user account?
To create a new user account: Navigate to the Workspace home page. From the Administration list, click Manage Application Express Users. The Manage Application Express Users page appears.
When to use user groups in Application Express?
Under User Groups, select an optional user group. You can use groups to restrict access to various parts of an application. Groups are primarily useful when using Application Express Authentication. Under Additional Attributes, update the user’s name or add descriptive information about the user or account.