Salesforce Winter’14 Release Features-Email notification on password expiration

             Hi, I am't publishing much posts these days because I am busy in completing the requests of my clients. Today, I have got some relief and thus publishing one beautiful feature released in Salesforce winter'14 release Email notification on password expiration.
       In Salesforce Security controls we have a password policies Section "User passwords expire in 30Days or 60Days and 90 Days.The main problem with this approach is that user doesn't get any reminder email before password expiration date. After winter’14 Salesforce given us to create workflow rule on User object. Follow the below steps to do simple.

Step:1
Create an email template for email notification on password expiration.
  • Click on My SettingsEmail | Email Templates|New Template.
    Salesforce_my_Settings
  • Select Custom (without using Letterhead) template.New_email_template
  • Now Enter Email template name and Description.Email_template_name
  • Now Enter Email Subject line and Email Body.Html_Email_Template_body
  • Next to Save the Email template.
Step: 2
Set the Password Policies for your organization.
  • Click on Name | Setup | Administration Setup | Security Controls | Password Policies.
    Select User passwords expire in- In my case I selected 30 Days.Salesforce_Password_policies
Step: 3
            Create one checkbox field on User object, to check workflow entry criteria. For default value select Unchecked option.
  • Click on SetupCustomize | Users|Custom Fields| New.
    Salesforce_User_object_custom_fields
  • Now Enter field name and default value select Unchecked option.
    Check_box_custom_field
Step:4
Create workflow Rule to send an email.
  • Click on Name | Setup | Build | Create | Workflow & Approvals | Workflow Rules| New Rule.
  • Select User object, Click on Next.
    New_workflow_rule
  • Enter Rule Name, Evaluate the rule when a record is (Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria - To create time dependent workflow) and enter Rule Criteria. Click on Save & Next.
  • Now add workflow immediate action (Field Update) and update flag “Password Expiration notification” to true. once done click on Save.
    Field_update


  • Now Add time trigger to send email alert after 29 days (It means on the 30th Day) of Last password change or reset and we will set flag to  true (Password Expiration notification) also . To do this click on Add Time Trigger.
    Time_trigger
  • Set the length after how many days email notification should be sent  i.e.  in hours and days, I selected 29 days after Last password change or Reset (it’s automatically updated when you change or reset your password.)
    Setting_time_for_trigger
Step: 5
   Now Add two action for time dependent workflow.
  1. Email Alert.
    Workflow_action_email_alert
Email_alert
2. Field update for flag “Password Expiration notification” to false.
Field_update

Finally Click on Done and Activate this workflow.
workflow_done

Salesforce_workflow


         So workflow will be fired only when Flag ( We created on User Object) is set to false.Once workflow is fired it will set flag to true. After 29 Days time dependent trigger will fire and it will send an email alert to user and update set the flag to false, then it will meet the workflow entry criteria and queued in time dependent trigger to fire after 29days again.

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Sfdc Gurukul- All in one place for salesforce and force.com step by step tutorial for beginners: Salesforce Winter’14 Release Features-Email notification on password expiration
Salesforce Winter’14 Release Features-Email notification on password expiration
Winter’14 Release Email notification on password expiration,Salesforce Winter’14 Release Features-Email notification on password expiration,salesforce winter 14 new features,
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Sfdc Gurukul- All in one place for salesforce and force.com step by step tutorial for beginners
http://sfdcgurukul.blogspot.in/2014/02/salesforce-winter14-release-features.html
http://sfdcgurukul.blogspot.in/
http://sfdcgurukul.blogspot.com/
http://sfdcgurukul.blogspot.com/2014/02/salesforce-winter14-release-features.html
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