User management Flashcards
ADD NEW USERS
What is an user account
anyone who logs in to Salesforce
what type of information does an user account contains?
Username Email Address User's First and Last Name License Profile Role (optional)
Every user in Salesforce has a _______ account.
A user account.
What does the user SETTINGS determine?
what features and records the user can access.
How to view and manage the users in your organization?
setup/quick find/user
What functions can be done under setup-user screen?
Add new user
Add multiple user
Reset passwords
What must be enabled prior to USER granting access to an ADM remote login?
system permission need to be enabled
or
if the user has granted access.
Each user has both a…
username and an email address
username must be formatted like an email address
unique across all Salesforce organizations
A user license determines which?
Features the user can access in Salesforce
Profiles determine what users can…
DO in Salesforce
What determines what users can do in SF?
Profiles
Profiles came with a set of…
permissions which grant access to particular objects, fields, tabs, and records
How many PROFILES can EACH user have?
Only one
What should you select an user profile based on?
based on a user’s job function
What profile does MOST users have?
Standard User profile is the best choice for most users
User should NOT have _________ access than needed to do their ______
More
Job
You can grant access to more items the user needs with
a permission set.
Roles (hierarchy) determine what users can…
SEE in Salesforce based on where they are located in the role hierarchy
What can users TOP in the hierarchy see?
all the data owned by users below them
Users at lower levels are unable to?
can’t see data owned by users above them, or in other branches, unless sharing rules grant them access.
Are ROLES(hierarchy) req’d?
No, they are optional
Which edition of SF are roles available?
Professional, Enterprise, Unlimited, Performance, Developer
An alias is a short name to….
identify the user on list pages,
reports,
or other place where their entire name doesn’t fit.
By default, the alias is the first ….
letter of the user’s first name and the first four letters of their last name.
Users must change their ___________the first time they log in.
Password
Users can only use the login link in the sign–up email how many times?
Once
What happens if a user follows the link and does not set a password?
SF admin have to reset their password before they can login
The maximum number of users you can add is determined by ?
Your ORG Salesforce edition and the number of user licenses you purchase.
Adding Multiple Users allow you to add up to ______ users at a time.
Ten
By default, the username is the same as the ___________ but you can overwrite this.
email address,
You should ALWAYS select ________________ to email a login name and temporary password to each new user.
Generate passwords and notify user via email
What menu is accessible on the go “mobile app”?
SETUP
You can perform essential admin tasks like__________________ from your mobile device.
resetting passwords,
freezing users,
viewing current system status
What is needed to login via mobile app?
Username
Password
Correct instance
By default, the Salesforce Mobile App connects to the ____________ environment.
production
What are the different INSTANCES of SF?
production
sandbox,
or a custom domain
