User Setup (9%)

Question 1

User Setup summary

Answer 1

Create and manage users
Manage user profiles
Troubleshoot user login issues
Understand SalesforceA capabilities
Set up Chatter Free and Chatter external users

Question 2

Users: What fields are required?

Answer 2

Required fields: Last name, Alias, Email, Username, Community Nickname, Role, User Licence, Profile

Every user is identified by a username, password, and a single profile.

A user can be assigned to one or more of the feature licenses.

Question 3

Profiles: What do Profiles do?

Answer 3

Control access to applications and objects. Sharing features control access to specific records

Question 4

Maximum Salesforce users per edition?

Answer 4

Contact Manager (5)
Group (5)
Professional (unlit)
Enterprise (unlt)
Unlimited (unlit)
Developer (2)

Question 5

Troubleshoot user login issues (1)

Answer 5

Check login history
(to see what the problem is? Usually a password lockout after invalid password, if password is the problem, reset password to send a new password and then unlock/ lockout could be temporary or admin reset)) (if no incorrect attempt then the user was using an invalid email/username to login)

Question 6

Troubleshoot user login issues (2)

Answer 6

If access problems are one of the below then identity must be confirmed:
a. Does user profile have any login restrictions?
b. Is user IP address in organization’s trusted IP range? (Only users with an activated IP address can login)
Ø IP address considered activated if IP address falls within trusted IP ranges
Ø IP address previously activated by user
Ø Browser can be identified by a cookie
c. Has user been activated from this IP before?
d. Does user’s web browser have valid cookies from Salesforce?

Question 7

User Profile Login restrictions

Answer 7

1. Login hours
   a) Outside of the hrs. login is denied
   b) Set login access for specific profiles (login hours under profile) e.g. customer support specialist profile can login from 7am until 5pm, Mon to Fri
2. IP Address
   a) Unknown IP, denied
   b) Set login IP ranges for specific profiles (login IP ranges under profile) e.g. customer support specialist profile can login from work but not at home or hotel

Note 1: Org login IP ranges also exist, but are only considered if profile IP ranges are not present

Note 2: Organization based login hours do not exist, but there is Company profile | Business Hours

Question 8

What happens when a profile is logged in and login hrs passes?

Answer 8

User logged out once they try any DML (Data Manipulation) operations e.g. Save, Edit…