User Records

Question 1

What are User Records?

Answer 1

Required to Login to Salesforce.
1 Person = 1 User + 1 License
Cannot be Deleted, ONLY Inactivated (auditing/history)
MUST be Unique across ALL Orgs
Records can only be assigned to an Active User or a Queue

Question 2

What are Feature Licenses in Salesforce?

Answer 2

Feature Licenses working with User Licensing determines what actions a user can perform.
i.e. Creating Campaigns-
User must have SF User License, Marketing User Feature License (allows creation) and Permission (profile or permission set) that grants ability to create campaigns.

Question 3

What are the KEY User Settings for a User?

Answer 3

Licensing- What security they can be Granted (User and Feature Licenses).

Security- What the user can See and Do (Role and Profile).

Localization- How information is displayed to the user (Locale, Language, Time Zone, Currency).

Question 4

What are the different ways to login to Salesforce?

Answer 4

Web Browser
API (Data Loader- May Require Security Token)
Single Sign On (SSO)
OAuth

Question 5

What is OAuth?

Answer 5

External applications that ask users for permission to access Salesforce data. Remove need for security token but requires user interaction (Chatter Desktop).

Question 6

What are Login Hours?

Answer 6

Prevent Login EXCEPT for specific times.
Can be used to prevent login during non-working hours or during maintenance.
Configured at Profile

Question 7

What are Login IP Ranges?

Answer 7

Prevent Login EXCEPT from specific IP Addresses. Can be used to prevent logins from Home or prevent login without VPN connection.
Configured at Profile

Question 8

What are Trusted IP Ranges?

Answer 8

Remove Login Restrictions from Specific IP Addresses. Computer Activation or Security Token are NOT required.
Configured Org-Wide

Question 9

What is Computer Activation?

Answer 9

Required when Salesforce cannot confirm identify of login request. Sends email with verification code that is required to login.

Question 10

How can you bypass Computer Activation?

Answer 10

• Login from Trusted IP Range
• User Previous Login from Browser (Cookie)
• User Previous Login form Current IP Address (stored at user profile). NOTE: NO LONGER AVAILABLE.

Question 11

What is a Security Token?

Answer 11

A string attached to the end of a password.
Require for login via API, Except from a Trusted Network.
Resets when SF password changes.