2. Agenda
• Creating New Users
• Record Ownership
• Licensing
• Security
• Localization
• User Authentication
• Computer Activation
• Delegation of User Management
• Troubleshooting User Issues
• Password Policies
• Session Settings
• Logging in as Another User
3. Creating New Users
New User Business Process
• Employee joins the company
• New user request via email/phone/case
• Approval from hiring department manager needed
• Admin can add new user to Salesforce
4. Creating New Users
Overview of User Records
• Key information about an User
– Licensing
• User Licenses
• Feature Licenses
– Security
• Profiles
• Roles
• Permission Sets
– Localization
• Personal Language
• Personal Time Zone
• Personal Currency
7. Licensing
• User Licenses
– Salesforce
– Salesforce Platform
– Force.com
• Feature Licenses
– Knowledge User
– Marketing User
– Mobile User
– Offline User
– Salesforce CRM Content User
– Service Cloud User
10. User Authentication
Login Methods
• Website: The standard Salesforce User Interface
• API: programmatic access, such as the Data Loader
• Desktop Client
• Mobile Client
11. SFDC Authorization Checklist
• Login Hours Check
• Login IP Ranges Check
• Trusted IP Ranges Check
• Check if user has been activated from this IP address before
• Check if user’s Browser has a valid Cookie stored from Salesforce
17. Delegation of User Management
Setup | Security Controls | Delegated Administration
18. Troubleshooting User Issues
• Unlocking Users
• Deactivating a user
• Expiring All Passwords
• Resetting Passwords
• Viewing Login History
• Using Setup Audit Trail
27. Logging in as another User
Setup | My Personal Information | Grant Login Access
Setup | Manage Users | Users
28. Additional Information
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