User Story
As a Salesforce Admin,
I want the system to automatically assign active permission sets to new users upon creation,
So that new users are granted the appropriate access without manual intervention.
Acceptance Criteria
-
Metadata Configuration:
- A custom metadata type named
User Auto Assigned Permissions
is available.
- It contains a list of permission sets with an
Active
checkbox field to indicate eligibility.
-
Trigger Conditions:
- When a new User record is created, the system automatically checks the
User Auto Assigned Permissions
metadata.
- All permission sets marked as
Active
are assigned to the user.
-
Assignment Logic:
- Only permission sets flagged as
Active
in the metadata are assigned.
- If no active permission sets are found, no action is taken.