SFDC User Setup
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The document provides an overview of setting up users in Salesforce, including creating new users, record ownership, licensing, security, localization, user authentication, computer activation, delegating user management, troubleshooting issues, password policies, session settings, and logging in as another user. It discusses key aspects such as user profiles, roles, permission sets, login methods, login hours, trusted IP ranges, and more. The presenter provides additional resources on their social media channels for further information.
SFDC User Setup
- 1. SFDC User Setup Simeon Tzanev
- 2. Agenda Creating New Users Record Ownership Licensing Security Localization User Authentication Computer Activation Delegation of User Management Troubleshooting User Issues Password Policies Session Settings Logging in as Another User
- 3. Creating New Users New User Business Process Employee joins the company New user request via email/phone/case Approval from hiring department manager needed Admin can add new user to Salesforce
- 4. Creating New Users Overview of User Records Key information about an User Licensing User Licenses Feature Licenses Security Profiles Roles Permission Sets Localization Personal Language Personal Time Zone Personal Currency
- 7. Licensing User Licenses Salesforce Salesforce Platform Force.com Feature Licenses Knowledge User Marketing User Mobile User Offline User Salesforce CRM Content User Service Cloud User
- 8. Security Profiles Roles Permission Sets
- 9. User Localization Settings Personal Locale Personal Language Personal Time Zone Personal Currency
- 10. User Authentication Login Methods Website: The standard Salesforce User Interface API: programmatic access, such as the Data Loader Desktop Client Mobile Client
- 11. SFDC Authorization Checklist Login Hours Check Login IP Ranges Check Trusted IP Ranges Check Check if user has been activated from this IP address before Check if users Browser has a valid Cookie stored from Salesforce
- 12. Login Hours Setup | Manage Users | Profiles | Login Hours
- 13. Login IP Ranges Setup | Manage Users | Profiles | Login IP Ranges
- 14. Trusted IP Ranges Setup | Security Controls | Network Access
- 15. Computer Activation (using the SFDC UI)
- 16. Computer Activation (using the API) Setup | My Personal Information | Reset My Security Token
- 17. Delegation of User Management Setup | Security Controls | Delegated Administration
- 18. Troubleshooting User Issues Unlocking Users Deactivating a user Expiring All Passwords Resetting Passwords Viewing Login History Using Setup Audit Trail
- 19. Unlocking Users Setup | Manage Users | Users
- 20. Deactivating Users Setup | Manage Users | Users | Edit
- 21. Expiring All Passwords Setup | Administration Setup | Security Controls | Expire All Passwords
- 23. Viewing Login History Setup | Manage Users | Login History
- 24. Using Setup Audit Trail Setup | Security Controls | View Setup Audit Trail
- 25. Password Policies Setup | Administration Setup | Security Controls | Password Policies
- 26. Session Settings Setup | Security Controls | Session Settings
- 27. Logging in as another User Setup | My Personal Information | Grant Login Access Setup | Manage Users | Users
- 28. Additional Information Look for additional SFDC Topic Reviews, Articles and Video Series on my social media channels LinkedIn http://de.linkedin.com/in/simeontzanev Blog http://tzanevs.wordpress.com/ Twitter smtzanev @ Email mail@simeontzanev.info