This document summarizes a Salesforce webinar on the User object. It introduces the presenters and provides tips and tricks for common admin tasks like cloning users, sending welcome emails, reporting on user records and activity, and automatically expiring user access. Screenshots and code snippets are provided to demonstrate solutions for managing users through configuration rather than code. Participants are encouraged to ask questions in the webinar chat.

1. Salesforce Admin Hack Series:
User Object
the webinar will begin shortly...
#sfHacks

2. Salesforce Admin Hack Series:
User Object
#sfHacks

3. Welcome!
● Type questions into the webinar control panel
● Join the conversation!
#sfHacks
@ringlead
@michaelforce
@appirio
@jarrodmichael

4. Subscribe to our YouTube Channel
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5. Michael Farrington
Chief Product Officer, RingLead
Founder, Qandor
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6. Complete Data Quality Suite
RingLead creates easy-to-use yet powerful applications that will keep
each record in your database normalized, unique and complete.
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7. Jarrod Kingston
Consultant, Appirio
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8. Appirio Helps You Reimagine Your Business with the Cloud
Your Business Reimagined
The World’s Largest Cloud
Expert Community
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Services Powered by Reusable
Technology and 75k
Crowdsourced Developers
6 years, 500 enterprises, 2.5M users moved to the cloud
© 2013 Appirio, Inc. - Confidential

9. Clone Button
Objective: Give an Admin the ability to clone users.
Solution: Create Custom Link using a URL hack.
/{!User.Id}/e?clone=1&retURL=%2F{!User.Id}
&name_firstName=&name_lastName=&Alias=&Email=&Username=&Commun
ityNickname=&user_license_id=100i0000000evhw
Shout out to Greg Hacic
@greghacic / @interactiveties
#sfHacks

10. Workflow on User Object
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11. Welcome Email
Objective: Send introduction email to new users with
specific information on getting started with Salesforce.
Solution: Use workflow to email user standard template
when creating the user record and Active is set to True.
#sfHacks

12. Report on Record-less Users
Objective: Report on users without Opportunities.
Secret: Create Custom Report Type on Users with or
without Opportunities along with “Power of 1” custom
formula field.
Shout out to Steve Molis
@SteveMoForce
#sfHacks

13. Report on Records Created by Running User
Objective: Create one report that can be used by anyone
to see the records they created.
Secret: Formula field that leverages $User.Id variable:
IF(CreatedById = $User.Id, 1,NULL)
Shout out to Steve Molis
@SteveMoForce
#sfHacks

14. Change Email w/out Sending Confirmation
Secret: Change the email AND check this box...
Shout out to Scott Hemmeter
@hemmeter
#sfHacks

15. Automated Temporary Access
Objective: Set an “Access Expiration” date on a user, and
have them automatically deactivated on that date
Solution: Custom Field + Time Based Workflow
Shout out to Gorav Seth
@goravseth
#sfHacks

16. Questions? Comments?
@michaelforce
@jarrodmichael
RingLead.com/LinkedIn
@Appirio
@RingLead
YouTube.com/Appirio
RingLead.com/GooglePlus
Facebook.com/Appirio
RingLead.com/YouTube
RingLead.com/Facebook
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