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Salesforce CRM Administration Handbook

You're reading from   Salesforce CRM Administration Handbook A comprehensive guide to administering, configuring, and customizing Salesforce CRM

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Length 328 pages
Edition 1st Edition
Concepts
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Authors (2):
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Mateusz Twarożek Mateusz Twarożek
Author Profile Icon Mateusz Twarożek
Mateusz Twarożek
Krzysztof Nowacki Krzysztof Nowacki
Author Profile Icon Krzysztof Nowacki
Krzysztof Nowacki
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Toc

Table of Contents (16) Chapters Close

Preface 1. Chapter 1: Getting Started with Salesforce FREE CHAPTER 2. Chapter 2: Salesforce Architecture 3. Chapter 3: Getting to Know Data Management 4. Chapter 4: Lightning Experience 5. Chapter 5: Objects in Salesforce 6. Chapter 6: User Management and Security 7. Chapter 7: Automation Tools 8. Chapter 8: Reports and Dashboards 9. Chapter 9: AppExchange and Custom Applications 10. Chapter 10: Service Cloud 11. Chapter 11: Sales Cloud 12. Chapter 12: Salesforce Administrator Exam Preparation 13. Chapter 13: Continuing Education and Career Development 14. Index 15. Other Books You May Enjoy

User management

Do you remember how Dr. Frankenstein created his monster? Just like him, we will create our first user (don’t worry; it will be much less macabre than in the novel). During your work in this ecosystem, you will often encounter requests to create a new user. When setting up a new user, the request should include certain significant elements such as the following:

  • First/last name
  • Email address
  • Username
  • License
  • Profile

These elements are extremely important; without them, users can’t be created and in the later stage access the system. Creating a new user can be compared to setting up your own account in a new online store. Just as there, you need to provide details such as first/last name, email address, and phone number. Often, systems also ask for a username.

And here, let’s pause for a moment. I want to draw your attention to one important element. In Salesforce, your username must be unique, meaning it can’...

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