OK – this post is mainly for Geeks. Specifically Salesforcey Geeks.

The rest of you just won’t get the geekcitement!

In our Salesforce Org, as I’ve mentioned before we also use the FinancialForce PSA and FinancialForce Accounting apps. We have a 360 degree view of our business from lead acquisition to revenue and everything in between which is #awesomesauce!

But…because of the structure of the various Apps, onboarding a new user is, ahem, shall we say…painful!

HR prepares a ‘New Employee Form’ in Word and sends to the sysadmins. On Day one I have to:

  • Create the Salesforce user, assign permissions, public groups, etc.
  • Create an Account Record (type – Vendor) for the resource so the Accounting system can ‘pay’ the person for expenses, etc.
  • Create a Contact Record (type – Resource) and link to the Vendor Account and User record – this record hold Resourcing information for the PSA system
  • Create Permission Controls to set what functions they can perform in the PSA system
  • Assign Package Licenses for the new user so they have the ability to access the PSA and Accounting apps as necessary
  • Setup Resourcing Assignments so the new user can log Time/Expenses to Internal Projects immediately
  • Add new User to Chatter Groups as designated by Manager

Then we have to keep the Account record, Contact record and User record in sync when there are changes – like a new address, or a title change or a manager change. It has always been my personal little slice of h-e-double-hockey-sticks!

ENTER PROCESS BUILDER!!!! {this is where you hear angels singing}

So today I recreated the New Employee Form as a custom object in Salesforce. So instead of the Word template, our HR team can simply create a New Employee Record and fill out the information. When they have everything ready to go, they can check a box that says ‘Notify System Admins’ and Voila!

Still trying to decide whether to send email notifications or assign tasks in the system for all of the actions that need to be completed (we may have to work people up to that) but still – no more emailing the form back and forth, managing versions, etc. It’s one record that everyone is looking at! I added a few fields that the Salesforce Admin will fill out based on info that is needed for the various records, next stop – PB mode.

I created a new Process in the Process Builder so that when I (as admin) check a box to ‘Create Records’, my process creates the Account Record and Contact Record automatically!

Ping! Just like that! I’ve eliminated the need to retype and possibly misspell names or addresses. I’ve cut out significant time manually creating records and hand-keying data!

Now if I could just create the User Record my work would be cut out for me!

Next step – a child object of the Employee Form where Changes can be submitted. Then a process to promulgate the changes to the various records to keep everything in sync…


This is what GEEKCITEMENT looks like!

About Nana

Mom. Salesforce Architect. Runner. Artist. Writer. I am a Salesforce MVP Hall of Fame member. For more information on the Salesforce MVP community, visit: . Salesforce, Force,, Chatter, and others are trademarks of, inc. and are used here with permission.
This entry was posted in Quirky Stuff, Salesforce Queen and tagged , , . Bookmark the permalink.

Let me know what you are thinking right here. Come on, do it. You know you want to!

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s