User Management: Add New Users

 User:

  • who logs in to Salesforce. 
  • Users are employees at your company, such as sales reps, managers, and IT specialists, who need access to the company's records.

Each user account contains at least the following:

  • Username
  • Email Address
  • User First Name & Last Name
  • License
  • Profile
  • Role(optional)
Username: 
  • The username must be formatted like an email address.
  • Must be unique across all Salesforce organizations. 
  • It can be the user's email address, so long as it is unique.

User License: A user license determines which features the user can access in Salesforce.

Profiles: Profiles determine what users can do in Salesforce.

Roles: 
  • determine what users can see in Salesforce based hierarchy. 
  • Users at the top of the hierarchy can see all the data owned by users below them. 
  • Users at lower levels can't see data owned by users above them, or in other branches unless sharing rules grant them access. 
  • Roles are optional and each user can have only one.

Alias: 
  • An alias is a short name to identify the user. 
  • By default, the alias is the first letter of the user's first name and the first four letters of their last name.

Password: Users must change their password the first time they log in.


Freeze User:

Pop quiz: You’re away from your desk grabbing coffee and you get an email saying a user’s Salesforce account may have been compromised. What do you do?

Ans: Go to the compromised user’s profile page, Freeze the user.


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