How to use Loop and Assign in Flows to clone permission sets?

Question

I have been working on a project to clone an existing user to create a new user. I need to be able to pull all the information from the existing user's record, including permission sets. I have a basic flow created that functions like this:

1. Screen prompts user to enter the email address of the user to clone
2. Record Lookup element finds the user record based on matching email address and pulls configurations (role/profile, is Marketing User checked?, etc.)
3. Another record lookup takes the userid and looks for permission sets
4. A screen prompts collection of info for new user (Name, email, etc.)
5. a record lookup gets managerid based on manager's email address entered in step 4
6. Record Create element to create the new user
7. Another record create element to add permission sets found in step 3

I am extremely inexperienced with flows and I am trying to learn as I go, but I am pretty sure that I am NOT going about this the right way. The flow is working, in terms of finding the user to mirror, and is pulling some info like role/profile and creates a new user, but it is not pulling all of the information needed. The most pressing questions I have now are:

1. What is the most efficient/proper way to accomplish this?

2. How do I pull all permissionSetIds assigned to the user being mirrored so that I can assign them to the new user?

3. How do I configure variables for checkbox fields to carry over? (Marketing User, Service Cloud User, etc.)? I have variables created but I've noticed when testing the boxes aren't being checked on the new records.

Answer 1

I am sure this can be done with a flow, and it will be faster to learn a flow than trying to create test classes.

I believe you are trying to Lookup the PermissionSet object when you really need the PermissionSetAssignment object. (because User to Permission Set is a Many-to-Many relationship, it needs a Join object between them)

After lookup the original User, then Fast Lookup the PermissionSetAssignment object with the criteria:

AssigneeId = OriginalUserIDVariable

(Fast Lookup returns a collection rather than a single record. But it's not fast)

Save the PermissionSetId 's in a collection variable, and then Loop through that variable to populate a an sObject Collection variable of sObject PermissionSetAssignment for the newly created User.