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how-to-create-user-in-salesforce.md

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How to Create User in Salesforce

What is a User in Salesforce?

In Salesforce, a "user" is a person who has been given access to the system by the organisation to do data entry, reporting and customer relationship management. They are identified by their login and password.

Steps to Create a User in Salesforce

Creating a user in Salesforce involves several steps. Here's a step-by-step guide to help you create a new user:

Step 1: Log in to Salesforce

  • Log in to your Salesforce instance with an account that has the necessary permissions to create users (typically a System Administrator).

Step 2: Navigate to User Management

  1. Go to Setup: Click the gear icon in the upper right corner and select "Setup".
  2. Find Users: In the Quick Find box on the left side, type "Users" and select "Users" under the "Users" section.

Step 3: Create a New User

  1. Click New User: On the Users page, click the "New User" button.
  2. Fill in User Details:
    • First Name: Enter the first name of the user.
    • Last Name: Enter the last name of the user.
    • Alias: This is typically auto-filled but can be customized.
    • Email: Enter the user’s email address.
    • Username: Enter a unique username in the format of an email address (does not need to be a valid email).
    • Nickname: This is auto-filled but can be customized.
    • Title: Enter the user’s job title.
    • Company: Enter the company name.
    • Department: Enter the department name.
    • Division: Enter the division name.
    • Role: Select the role for the user from the dropdown menu.
    • User License: Select the appropriate user license (e.g., Salesforce, Salesforce Platform).
    • Profile: Select the appropriate profile which defines the user's permissions.
    • Locale Settings: Set the locale, language, time zone, and other settings as needed.
    • Mailing Address: Enter the user’s mailing address.
    • Phone: Enter the user’s phone number.
    • Mobile: Enter the user’s mobile number.
    • Fax: Enter the user’s fax number.

Step 4: Assign User Permissions and Settings

  1. Feature Licences: If more feature licences are required, assign them (e.g., Marketing User, Knowledge User).
  2. Profile Settings: Verify that the chosen profile has the appropriate rights for the tasks the user needs to perform under the profile settings.

Step 5: Save and Notify User

  • Save: Click the "Save" button to create the user. Salesforce will send an email to the new user with login instructions.

Optional Steps

  • Clone User: If you need to create multiple users with similar settings, you can use the "Clone" feature on an existing user to quickly duplicate the setup.
  • Deactivate or Freeze User: If needed, you can deactivate or freeze a user account from the Users page by clicking the "Deactivate" or "Freeze" link next to the user's name.

Additional Tips

  • Profile Customization: Ensure the user's assigned profile has the correct permissions and settings.
  • Role Hierarchy: Make sure the role hierarchy is set up correctly to align with your organization’s structure.

Refer to learn more about Creating a User in Salesforce