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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

ScreenshotofFLow

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.

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  • I'm pretty sure that Flows are not "expressive" enough to adequately perform this task, and even if it were, I strongly suspect it would take you less time to learn Visualforce and Apex Code and hack together a solution that way. Flows are notoriously hard to work with, and even harder to debug.
    – sfdcfox
    Apr 4, 2018 at 19:01
  • Off of the top of my head, I'd guess this is going to be something like a 14 step Flow, minimum, more if you want to copy feature licenses and other stuff as well.
    – sfdcfox
    Apr 4, 2018 at 19:05
  • I am trying to learn VF and Apex Code, but I don't think it's going to happen fast enough. I don't mind a 14 step Flow lol. What I'm really asking is how to configure a Loop element to capture multiple record Ids for assignment.
    – R Hilton
    Apr 4, 2018 at 19:12

1 Answer 1

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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.

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  • Hey Brian, I am able to pull the userid and set AssigneeId = varuserId, however, I am not understanding how to pull and save multiple permission sets to assign to the new user. When you say "Save the PermissionSetIds in a collection variable, am I to enter the values of the permission sets in the system?
    – R Hilton
    Apr 10, 2018 at 15:23
  • I'm so confused with this Loop and sObject collection stuff. I can get it to pull multiple permission set Ids, but I can't figure out to store them all/assign them so that later in the process I can assign those values to a new user record.
    – R Hilton
    Apr 10, 2018 at 15:31
  • See sample of a loop and collection variable here: help.salesforce.com/… Apr 10, 2018 at 17:57

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