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Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

Setting up the users


To get more out of Salesforce, we have to allow our business users to access Salesforce. For this, a system administrator has to set up his or her user account. Before setting up a user account, the system administrator needs to gather basic information about users and their preferences to fill out a few mandatory fields. These fields are as follows:

  • Last Name: This is the user's last name.

  • Alias Name: Salesforce automatically creates an alias name for you. It is the combination of the first character of your first name and the last four characters of your last name.

  • Email: This is the e-mail address of the user (it is used by Salesforce to send notifications).

  • Username: This is in the format of an e-mail address.

  • Nickname: This is used by Salesforce in the online community.

  • User License: This is based upon the business requirement. Also, you can select the user license.

  • Profile: This is dependent on the user license. When you select the user license, it will also give...

You have been reading a chapter from
Salesforce.com customization handbook
Published in: Sep 2014
Publisher:
ISBN-13: 9781849685986
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