Can I change a chatter user to a Salesforce user licence?
Edit: The below answer is still mostly true, but there are exceptions. You can, for example, change a Chatter user to a Salesforce user licence, but you cannot later downgrade that user back to a Chatter user.
How do I change the profile of a user?
Navigate to Setup | Administration Setup | Manage Users | Users. 2. Find the User whose Profile you would like to customize. 3. Click the Edit link next to the Username. 4. In the right-hand column of User information, change the Profile to the new Profile.
How to assign a custom profile to a user 2?
You have to make user1 inactive first in order to free up the license and that freed license can be assigned to user2 now. Once you inactivated user1 now assign the custom profile1 you created to the user2 you will definitely be able to perform that.
Can a system administrator edit their own user profile?
Note: Users are unable to edit their own User profiles and must get assistance from their System Admin to make changes. There may be times when Administrators need to edit their own User Profile and change it from System Administrator to Standard User.
How do I enable marketing users in Salesforce?
The Marketing Cloud admin follows this process to set up users in all non-Enterprise 2.0 Marketing Cloud accounts for Marketing Cloud Connect.In Marketing Cloud, navigate to Email Studio.Click Admin.Click Account Settings.Click My Users.Click the applicable user.Click Integrate for Salesforce.com Status.More items...
What is marketing user profile in Salesforce?
Marketing User This Salesforce profile allows you to create and manage marketing campaigns, create HTML email templates, create letterheads, manage public documents, add campaign members, and update the statuses of the same using the Data Import Wizard.
How do I manage users in Salesforce?
From the user list, you can:Create one user or multiple users.Reset passwords for selected users.Edit a user.View a user's detail page by clicking the name, alias, or username.View or edit a profile by clicking the profile name.More items...
What are campaigns in Salesforce?
A Salesforce Campaign is a group of Leads and Contacts exposed to specific marketing communication(s). It stores essential performance metrics and means salespeople can quickly see the customers and prospects that received marketing activity.
What is the difference between the marketing user profile and the marketing user checkbox at the user level?
The "Marketing User" checkbox permits the client to make missions and utilize the Campaign Import Wizards while the "Marketing Profile" fundamentally makes the SalesForce UI a smidgen really Marketing Focused.
How do I give permission to my profile in Salesforce?
From Setup, enter Users in the Quick Find box, then select Users.Select a user.In the Permission Set Assignments related list, click Edit Assignments.To assign a permission set, select it under Available Permission Sets and click Add. ... Click Save.
How do I change my marketing Cloud Connect user?
Update Marketing Cloud API UserLog out of any active Marketing Cloud sessions in your browser.In Sales or Service Cloud, navigate to the Marketing Cloud tab.Click Configure Marketing Cloud Connector. ... Click Change API User. ... Enter the updated Marketing Cloud API user credentials.Click Update API User.
How do I enable manage user permissions in Salesforce?
User ManagementCreate/Edit Internal User and have access to all User fields.Manage Hierarchical User Fields.Assign License.Activate User.Expire All Passwords.Set Org Password Policies.Reset User Password.Reset Username.More items...
How do I add a user to a Salesforce profile?
To add users:From Setup, enter Users in the Quick Find box, then select Users.Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time.Enter each user's name, email address, and a unique username in the form of an email address.More items...
Is campaign member an object?
Campaign Member is an object in Salesforce. When a Lead, Contact, or Person Account is added to a Salesforce Campaign, a new record is generated to represent that they are part of that Campaign.
What can a marketing user do using the manage Members button on a campaign record?
What can a marketing user do using the Manage Members button on a campaign record? Import new leads and associate them with campaigns. Associate existing contacts with campaign. Update Member Status....Cases.Leads.Solutions.Contracts.Custom Objects.
How do I enable campaign influence in Salesforce?
Setting up Campaign InfluenceFrom Setup, enter Campaign Influence in the Quick Find box, then select Campaign Influence Settings.Select Enabled .In the Campaign Influence Time Frame field, optionally specify the maximum number of days between the campaign first associated date and the opportunity created date.More items...