In the app, tap Add an Account. The app generates a unique two-word phrase. In your Salesforce browser window, enter the phrase in the Two-Word Phrase field. Click Connect. In the Salesforce Authenticator app on your mobile device, you see details about the account you’re connecting.
- Navigate to the users portion of setup: Classic: Setup | Manage Users | Users. Lightning: Gear icon | Setup | Administration | Users | Users.
- Look for the name of the User to reactivate.
- Click Edit beside the name of the User.
- Select the 'active checkbox. '
- Click Save.
How do I enable person accounts in Salesforce?
Person Accounts are not enabled by default in Salesforce, but can be enabled by Salesforce Support if you make a request (steps listed at the end of this article.) Note: Person Accounts are also known as B2C (Business to Consumer) or B2I (Business to Individual) Accounts.
How to enable partner accounts in Salesforce Mobile and lightning experience?
Drag the Enable Partner User button to the Salesforce Mobile and Lightning Experience Actions section. Click Quick Save. Now, we can enable a couple of accounts as partner accounts. Let’s enable Edge Communications and Express Logistics and Transport as partner accounts in our Trailhead Playground. From the App Launcher, select Accounts.
How do I connect to the Salesforce authenticator?
Click Connect. In the Salesforce Authenticator app on your mobile device, you see details about the account you’re connecting. To complete the account connection, tap Connect in the app. To help keep your account secure, we send you an email notification whenever a new identity verification method is added to your Salesforce account.
How do I delete a person account field in Salesforce?
Deleting Person Account fields can be done via the Contact object. Converting existing customer accounts to Person Accounts requires a data conversion process. Learn more about the conversion process in our Setting Up Person Accounts.
How do I enable and deactivate a user in Salesforce?
Deactivating a user prevents access but preserves all historical activity and records.From Setup, in the Quick Find box, enter Users , then select Users.Click Edit next to a user's name.Deselect the Active checkbox, and then click Save.
What is activation in Salesforce?
Activation tracks information about devices from which users have verified their identity. Salesforce prompts users to verify their identity when they access Salesforce from an unrecognized browser or application. Identity verification adds an extra layer of security on top of username and password authentication.
How do I activate a Salesforce site?
To activate a site:From Setup, enter Digital Experiences in the global search box. Select Sites.Open Experience Workspaces or Experience Management.Click Administration | Administration.Click Activate.Click OK.
What happens when a user is deactivated in Salesforce?
Deactivated users lose access to shared records immediately. Users higher in the role hierarchy continue to have access until that access is deleted asynchronously. If that visibility is a concern, remove the record access that's granted to the deactivated users before deactivation.
What is an activation target?
An activation target is used to store authentication and authorization information for a given activation platform. You can publish your segments, include contact points, and additional attributes to the activation targets. Activations Record Home.
How do I activate a community portal in Salesforce?
To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it.
How do I enable the experience site in Salesforce?
Activate Your Experience Cloud SiteFrom Setup, enter All Sites in the Quick Find box, select All Sites, and click Workspaces next to your site.Select Administration, and select Settings.Click Activate Site, and click OK. ... To verify that your site is activated, refresh your private (incognito) window.
Are Salesforce Sites free?
Salesforce Site Usage and Limits At present, force.com Site service is included in the following Editions or Organizations: Enterprise Edition, Unlimited Edition, Developer Edition, and Force.com Free Edition Services.
How do I deploy a Salesforce site?
Manually create the new site in the target org with the same parameters (domain, name, template). Use metadata to deploy the network and custom Site metadata types into the target org. Use metadata to extract the siteDotCom metadata type, or use the Site.com Export This Site option from your source org.
What is the difference between deactivating and freezing a user?
"Freezing" only stops the user from being able to login. When you "deactivate," it frees up that salesforce license to be given to another user. Hope this helps you!
What prevents a user from being deactivated in salesforce?
You're prevented from activating a user if the user is the:default owner of leads.default or automated case owner.default lead creator or owner.default workflow user.recipient of a workflow email alert.a user selected in a custom hierarchy field.a customer portal administrator.
What are two reason a user Cannot be deactivated in salesforce?
The reason that you cannot delete a user is a precautionary step as a user can own accounts, be on teams, groups, etc. All of this can affect many different processes in an org - especially a large org with a lot of different moving parts.
How to tell if the Person Accounts feature is enabled
In Salesforce Classic, a search for the term Person Accounts within the search bar in Setup should reveal the appropriate section. In Salesforce Lightning, go to Object Manager and you should see an object for Person Accounts. If Person Accounts does not appear, please follow the steps in this article.
Request Person Accounts (open a case with Salesforce Support)
If Person Accounts aren't available, Create a Support Case in the Help Portal.