Administrator Progress ( Quizzes)

Lesson: 01 Users

Description

The Users page in Salesforce is where you can manage all the users in your organization. It provides you with a comprehensive view of all the users in your system and allows you to create, edit, freeze, and deactivate user accounts as needed.

Here are some of the key features and capabilities of the Users page:

User Profile: You can assign different user profiles to different users based on their roles and responsibilities. User profiles determine what actions and data a user can access within Salesforce.
User Roles: You can assign user roles to define the hierarchy of your organization. User roles determine the level of data access a user has within the organization.
Permission Sets: You can use permission sets to give additional permissions to specific users or groups of users beyond what is defined in their profile.
User Details: You can view and edit the details of each user, such as their name, email, title, phone number, and other relevant information.
User Activation: You can activate or deactivate user accounts as needed. Deactivated users cannot access Salesforce until they are reactivated.
User Reporting: You can generate reports on user activity, login history, and user adoption metrics to gain insights into how your users are engaging with Salesforce.

Overall, the Users page in Salesforce is a critical tool for managing user accounts and ensuring that your team has the appropriate access to the data and functionality they need to perform their roles effectively.

FAQ

What is a user in Salesforce?

What are different types of users in Salesforce?

User Roles. Admin Only User Role. Basic User Role. Full User Role. Super User Role.
Workspace Role Permissions.
User Role Permissions.

A Salesforce user is defined as anyone who logs into the system, including employees like sales representatives, managers, and IT specialists who require access to the company's records. Each user in Salesforce is associated with a user account.

Can we delete a user?

No, users can not be delete but you can freeze or deactivate a user.

What is the difference between contact and user in Salesforce?

In Salesforce, you store information about your customers using accounts and contacts. Accounts are companies that you're doing business with, and contacts are the people who work for them.

What is the difference between freeze and deactivate?

"Freezing" only stops the user from being able to login. When you "deactivate," it frees up that salesforce license to be given to another user.

Why can't I add a new user in Salesforce?
This is likely due to your organization not having free or available licenses. In order to create new users you would need to purchase an additional license. You can do this by clicking the gear icon in the upper right and go to Manage Subscription.

Can we create multiple users with same email id in Salesforce?
For a user, there's an additional field named email address which can be a duplicate. That is, multiple users can share the same email address.

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Mastered by 161 users.

Administrator Course

A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (5 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (9 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

O. Miscellaneous (1 lessons)

You need to complete all the quizzes before certification.

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Lesson: 01 Users

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Lesson: 01 Users

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Administrator Course