User Setup (7%) Flashcards
Why would a user be freezed?
To prevent the user from logging in without deactivating them, allowing for changes to any customization where the user has been used (e.g. workflow email alerts)
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
What can be done to immediately prevent a user that left the company from having any access to Salesforce?
Freeze the user record, then make the adjustments needed to deactivate.
What should be done when a user no longer needs to use Salesforce?
Deactivate the user record; users cannot be deleted.
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
What field must be marked on the user record for users to be able to log in?
The “Active” checkbox
What is the minimum information required to setup a user?
Username, Last Name, Email, Profile, Alias, Nickname and License
What localization settings apply to a user?
Locale, Language, Time Zone and Currency Locale
How would it be possible to 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.