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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

Viewing and editing user information

To view or edit user information, navigate to Setup | Manage Users | Users. Now, click on Edit next to a user's name. Change the necessary information and click on Save.

Users can also change or add to their own personal information after they log in.

If you change a user's e-mail address and do not select the Generate new password and notify user immediately option, a confirmation message will be sent to the new e-mail address that you entered to verify the change of e-mail. The user must click on the link provided in that message for the new e-mail address to take effect.

If you change a user's e-mail and reset the password at the same time, the new password is automatically sent to the user's new e-mail address, and an e-mail verification is not required.

Click on Unlock to unlock a user who is locked out of Salesforce.

Note

The Unlock button is only available when a user is locked out.

Searching for users

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Salesforce CRM : The Definitive Admin Handbook - Third Edition - Third Edition
Published in: Jan 2015
Publisher: Packt
ISBN-13: 9781784397562
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