User Setup Flashcards
• Identify the steps to set up and/or maintain a user (e.g., assign licenses, reset passwords, and resolve locked user accounts). • Understand the implications of activating, deactivating, or freezing a user.
What password requirements can an administrator set?
Minimum password length, complexity, password history enforcement, expiration period, minimum password lifetime.
What are some common user access issues?
– Wrong Username
– Entering password in wrong case
– User is locked
– Trying to login to a sandbox with the wrong URL
Why would you freeze a user?
Prevents the user from logging in without deactivating them, allowing for changes to any customization where the user has been used such as workflow email alerts.
What administration tasks can an administrator delegate?
Create and assign users in certain roles and profiles, assign permissions sets, public groups, reset passwords, manage specific custom objects
How do queues work?
Queues are a holding place for records that are not yet owned by a user. Records can be manually or automatically assigned to a queue and users who are members of the queue or any user above them in the role hierarchy can take ownership of records.
What are public groups used for?
Assigning a group of people access to certain functionality or notifications (e.g. sharing rules, folder access, sharing records, content library access)
What localization settings apply to a user?
Locale, Language, Time Zone and Currency Locale
What is the minimum information required to setup a user?
Username, Email, Profile, and License
How can you check why a user is not able to login?
Login history on user record, or Login History for all users will give information regarding a login attempt.
