A “user” in Salesforce is an individual with a username and password that the organization grants permission to enter into the system to implement data entry, reporting and managing customer relations. Here’s a concise overview:
- Identity and Access:
- There are also usernames, which are more frequently likely to be e-mail addresses and passwords.
- It follows role-based access control, based on profiles and permissions granted.
- Roles and Permissions:
- Roles: It is about defining how much and to what extent the data gathered can be seen and who is permitted to view it.
- Profiles: Define the operation in terms of what a user is capable of doing: (e.g., object and field operations).
- Permission Sets: superimpose more visibility privileges than profiling capabilities.
- User Types:
- Standard Users: Employees as per their routine use during general working hours.
- Administrators: clients who have more authority to modify the configuration and appearance of a website.
- Community Users: Salesforce communities are not only for internal users but also for external users.
- Management:
- As for users, they can be created, deactivated and updated by the application administrators.
- They include password policies whereby one may be required to sign in with a password and a single-vendor solution including two-factor authentication to safeguard the user accounts.
- Customization:
- Users may customise parameters such as language, geographical location and monetary settings.
- Navigate to Setup: Click the gear icon in the top right corner and select "Setup."
- Find Users: In the Quick Find box, type "Users" and select "Users" under the "Users" section.
- Create a New User: Click the "New User" button.
- Fill in User Information: Enter the necessary details, such as Name, Alias, Email, Username (must be in email format), and Nickname. Ensure the Username is unique across all Salesforce organizations.
- Assign a Role: Select a role for the user that determines their access level and data visibility.
- Profile Assignment: Assign a profile to define the user’s permissions and functionalities within Salesforce.
- Locale Settings: Configure the user’s locale settings, such as Time Zone, Locale, and Language to personalize their experience.
- License Allocation: Choose the appropriate user license and feature licenses depending on what functionalities the user needs access to.
- Save: Click the "Save" button to create the user. The new user will receive a welcome email with a link to set their password.
Refer to learn more about Creating a User in Salesforce