User management Flashcards

ADD NEW USERS

1
Q

What is an user account

A

anyone who logs in to Salesforce

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2
Q

what type of information does an user account contains?

A
Username
Email Address
User's First and Last Name
License
Profile
Role (optional)
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3
Q

Every user in Salesforce has a _______ account.

A

A user account.

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4
Q

What does the user SETTINGS determine?

A

what features and records the user can access.

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5
Q

How to view and manage the users in your organization?

A

setup/quick find/user

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6
Q

What functions can be done under setup-user screen?

A

Add new user
Add multiple user
Reset passwords

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7
Q

What must be enabled prior to USER granting access to an ADM remote login?

A

system permission need to be enabled
or
if the user has granted access.

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8
Q

Each user has both a…

A

username and an email address
username must be formatted like an email address
unique across all Salesforce organizations

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9
Q

A user license determines which?

A

Features the user can access in Salesforce

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10
Q

Profiles determine what users can…

A

DO in Salesforce

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11
Q

What determines what users can do in SF?

A

Profiles

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12
Q

Profiles came with a set of…

A

permissions which grant access to particular objects, fields, tabs, and records

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13
Q

How many PROFILES can EACH user have?

A

Only one

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14
Q

What should you select an user profile based on?

A

based on a user’s job function

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15
Q

What profile does MOST users have?

A

Standard User profile is the best choice for most users

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16
Q

User should NOT have _________ access than needed to do their ______

A

More

Job

17
Q

You can grant access to more items the user needs with

A

a permission set.

18
Q

Roles (hierarchy) determine what users can…

A

SEE in Salesforce based on where they are located in the role hierarchy

19
Q

What can users TOP in the hierarchy see?

A

all the data owned by users below them

20
Q

Users at lower levels are unable to?

A

can’t see data owned by users above them, or in other branches, unless sharing rules grant them access.

21
Q

Are ROLES(hierarchy) req’d?

A

No, they are optional

22
Q

Which edition of SF are roles available?

A
Professional, 
Enterprise, 
Unlimited, 
Performance,
Developer
23
Q

An alias is a short name to….

A

identify the user on list pages,
reports,
or other place where their entire name doesn’t fit.

24
Q

By default, the alias is the first ….

A

letter of the user’s first name and the first four letters of their last name.

25
Q

Users must change their ___________the first time they log in.

A

Password

26
Q

Users can only use the login link in the sign–up email how many times?

A

Once

27
Q

What happens if a user follows the link and does not set a password?

A

SF admin have to reset their password before they can login

28
Q

The maximum number of users you can add is determined by ?

A

Your ORG Salesforce edition and the number of user licenses you purchase.

29
Q

Adding Multiple Users allow you to add up to ______ users at a time.

A

Ten

30
Q

By default, the username is the same as the ___________ but you can overwrite this.

A

email address,

31
Q

You should ALWAYS select ________________ to email a login name and temporary password to each new user.

A

Generate passwords and notify user via email

32
Q

What menu is accessible on the go “mobile app”?

A

SETUP

33
Q

You can perform essential admin tasks like__________________ from your mobile device.

A

resetting passwords,
freezing users,
viewing current system status

34
Q

What is needed to login via mobile app?

A

Username
Password
Correct instance

35
Q

By default, the Salesforce Mobile App connects to the ____________ environment.

A

production

36
Q

What are the different INSTANCES of SF?

A

production
sandbox,
or a custom domain