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Users in Salesforce - Day 8

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Anil Reddy Kukudala
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59 views4 pages

Users in Salesforce - Day 8

Uploaded by

Anil Reddy Kukudala
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Page No :37

G SURESH – Salesforce Admin Notes - 9100590315

DAY - 8

User:
 User is a person who have credentials to log in to Salesforce and use the application.
 Users are employees of company who need to access the company records.
 By default, every user in salesforce will have a user account.
 The User account identifies the user and the settings determines it’s features.
User Licenses:
 A user license determines the baseline of features that the user can access. Every user must have exactly
one user license.
Creation of User:
=============
Setup-> Administer->Manage Users-> New User -> fill all required fields -> Profile (Sales Profile) -> save

Deactivate a User
=============
 You can't delete a user, but you can deactivate an account so a user can’t log in. Deactivated users lose
access to all records. (That includes records that are shared with them individually and records shared with
them as team members.) However, you can still transfer this data to other users and view the names on the
Users page.
 In Setup, use the Quick Find box to go to Users.
 Click Edit next to the name of the user you want to deactivate.
 Clear the Active checkbox and click Save.
 If you can’t immediately deactivate an account (for example, when the user is selected in a custom
hierarchy field), you can freeze their account. That prevents the user from logging in to your organization
while you’re working on deactivating them.
 On the Users page in Setup, click the username of the user whose account you want to freeze.
 Click Freeze.
Set Password Policy:
================
 You can configure several settings to ensure that your users’ passwords are strong and secure.
Password policies:
================
 Set password and login policies, such as specifying an amount of time before all users’ passwords expire
and the level of complexity required for passwords.
User password expiration:
==================
 Expire the passwords for all the users in your org, except for users with “Password Never Expires”
permission.
User password resets:
===============
 Reset the password for specified users.
Login attempts and lockout periods:
=========================
 If a user is locked out due to too many failed login attempts, you can unlock the person’s access.

G SURESH – Salesforce Admin Notes – 9100590315 For more Updates: www.linkedin.com/in/g-suresh-salesforce-developer


Page No :38
G SURESH – Salesforce Admin Notes - 9100590315

Restrict Login Access by IP Address Using Profiles:


===================================
By default, Salesforce doesn't restrict locations for login access. If you do nothing, users can log in from any IP
address. You can restrict where users can log in from using profiles. For example, suppose that certain users
shouldn’t be able to log in if they’re using an IP address outside of the office.
* From Setup, in the Quick Find box, enter Profiles, then select Profiles.
* Select a profile and click its name.
* Click Login IP Ranges. If you don't have Enhanced Profile Interface enabled, scroll down to the Login IP
Range related list.
* Click New.
* Enter the start and end point of the range of trusted IP addresses, and click Save.
Restrict Login Access by Time:
=======================
 For each profile, you can specify the hours when users can log in. For example, if you decide your call
center employees really only need to look at customer data while they're taking phone calls nine to five,
you can make it so they can't log in during evenings and weekends.
* In Setup, use the Quick Find box to find Profiles.
* Click the profile you want to change.
* Under Login Hours, click Edit.
Set the days and hours when users with this profile can log in to the organization.

Scenario 1:
Subject: Add new user in Salesforce
Description: Add the following user in Salesforce and provide Admin access to this user
 User First Name: Virat
 User Last Name: Kohli
 User Email: [email address removed]
 Access: Admin access
 User Mobile Number: +91 5545678345
Answer :
 Go to setup and search the users and create the new user .
 By selecting the user license as salesforce .
 Fill the all required data and if you want to generate a new password to enable that check box otherwise
disable that .

G SURESH – Salesforce Admin Notes – 9100590315 For more Updates: www.linkedin.com/in/g-suresh-salesforce-developer


Page No :39
G SURESH – Salesforce Admin Notes - 9100590315

Scenario 2:
Subject: Freeze existing users in Salesforce
Description: Freeze the following existing users:
 User Name: Prahlada Joshi
 User Name: Anurag Singh
 User Name: Kumar Shah
Instructions:
 Provide a valid email ID and Profile.
 Log in to Salesforce with your username and password.
 Freeze the users.
 Try to log in with the frozen users, but you will not be able to do so.
 Unfreeze the users, and they will be able to log in again with the same username and
password.
Answer :
 Go to the user object (Prahlad Joshi) and click on the edit button .
 provide the valid email id and profile license should be the salesforce platform .
 Click the enable on the password generator checkbox and save it .
 It will generate the link on your valid email id and change the password and save it .
 Now go to the salesforce login page and enter the username and password the page will be open as shown
in below.

 Later come to the main user object page and click on the freeze button and check the observations.

G SURESH – Salesforce Admin Notes – 9100590315 For more Updates: www.linkedin.com/in/g-suresh-salesforce-developer


Page No :40
G SURESH – Salesforce Admin Notes - 9100590315

 Now if you are going to login the salesforce org by using the above login details it can not be login because
it is in freeze mode.

 If you unfreeze that then only you can login the org.

G SURESH – Salesforce Admin Notes – 9100590315 For more Updates: www.linkedin.com/in/g-suresh-salesforce-developer

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