Flow Actions

Assign User Licenses

Introduction

The CloudFiles: Assign User Licenses flow action enables Salesforce administrators to automate the assignment of CloudFiles product licenses to users. This action is particularly useful in workflows such as onboarding new users, where licenses need to be assigned efficiently without manual intervention.

The image below illustrates how the Assign User Licenses action looks in a flow, along with its input parameters. Detailed descriptions of these inputs and outputs are provided in the following sections.

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What This Action Does

The Assign User Licenses action automates the process of assigning CloudFiles product licenses to specified users.

Scenario:

For instance, when a new user is created in Salesforce by a system administrator, the Assign User Licenses action can assign the relevant CloudFiles product license to the user automatically.

In the example below, a collection variable is used to store the newly created user's Salesforce User ID. This variable is then passed as input to the flow action to assign the license.

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Input Parameters

Here are the required input parameters for the Assign User Licenses action:

Product Name

Description: The name of the CloudFiles product for which the license is being assigned.

  • Valid Values:
    • document-management
    • document-generation
    • document-ai
  • Default Value: If no input is provided, document-management is used by default.

User Ids

User IDs

  • Description: A Text Collection of Salesforce User IDs for the users to whom the licenses will be assigned.
  • How to Use: Configure a Text Collection of Salesforce User IDs, even if used for a single User.

This accepts only a Text Collection variable.

Output Parameters

The Assign User Licenses action provides the following outputs:

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Licenses Remaining

The count of remaining licenses of the specified Product available for assignment.

Total Licenses

The total number of licenses owned by the organization, including both assigned and unassigned licenses.