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.
Full Answer
What are the benefits of Xactly and Salesforce?
Drive sales behaviors with error-free incentive compensation, increase operational efficiencies, and improve productivity with on-demand commissions. Xactly and Salesforce combine the two most essential forces to maximize business results.
What can you do with Salesforce Express connect (SEC)?
Get a faster, more reliable connection to your Salesforce data and services. Get more cost-effective connectivity with higher throughput and lower latency by using Salesforce Express Connect (SEC).
What is Xactly’s Salesforce Lightning strategy?
Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder. Customer Focus is at the forefront of Xactly’s core values. Everything we do is about achieving total customer success.
How do I add additional users to my Salesforce account?
You can do either in Salesforce. The maximum number of users you can add is determined by your Salesforce edition and the number of user licenses you purchase. 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.
What is a user in Salesforce?
How many profiles can a user have?
Can you assign roles to users in Salesforce?
Can you grant a user access to only some features in Salesforce?
Can a Salesforce user have both a username and an email address?
See more
About this website
Does xactly connect to Salesforce?
With Xactly Connect, organizations can easily automate data flows in and out of Xactly SPM products and extract data results to use in their downstream systems, including payroll, data warehouses, and reporting applications. Xactly Connect also includes toolkit connectors for Salesforce, Microsoft, NetSuite and more.
Is xactly a CRM?
According to Xactly, however, its products also complement talent management and customer relationship management (CRM) systems. The company was founded in 2005 and is headquartered in San Jose, California.
How much does xactly incent cost?
Xactly Incent®: Incentive Compensation and Commissions Management. We're still gathering your accounts. This process takes a few moments. Starting at $60 USD per user per month.
What is xactly Salesforce?
Xactly Incent is a Salesforce-certified AppExchange application that adds incentive compensation management to Salesforce Sales Cloud. By integrating Xactly and Salesforce, you combine the two most essential sales solutions to drive sales reps performance and increase alignment with business goals.
Is xactly a product based company?
Xactly Corporation is a pure-play, SaaS company that provides cloud-based enterprise software and services. They offer tools to allow for sales performance management, sales effectiveness, sales compensation, and employee engagement....Xactly Corporation.TypePrivateWebsitewww.xactlycorp.com10 more rows
Who are xactly competitors?
Competitors and Alternatives to XactlyOracle.Anaplan.SAP.Varicent.Optymyze.Iconixx.Performio.NICE.
Is xactly a public company?
The move comes about two years after the San Jose-based incentive compensation software company went public. Xactly Corp. has agreed to be taken private in a $564 million sale to Vista Equity Partners.
What is a sales performance manager?
What is sales performance management? Sales performance management (SPM) is a set of operational and analytical functions that automate and unite back-office operational sales processes and is implemented to improve operational efficiency and effectiveness.
How to create a new user in a Sandbox? - Salesforce Stack Exchange
I am trying to create a new user in sandbox. I have admin access to the production org. When I click on Log In link from the list of Sandboxes, it takes me to the new login page, but I do not have user id for the sandbox. How do I access it?
What is a User?
Within SimplyComp a user is anyone that meets any of the following criteria:
User Categorization
User Categorization fields allow you to normalize and analyze your data across all of your users. By selecting from predefined lists, it is easier to compare your various populations of users and derive critical insights.
User Tab Options
At the top of the users tab there is an options menu. These options apply to the Users page. Below is an overview of the various options.
User Specific Options
On each User row there is an option menu. These options apply to that specific user only. Below is an overview of the various options:
Convert to Salesforce SSO
If you use Salesforce, and wish to login via SSO rather than with a username and password, reach out to support to help you convert your account. Converting your account to SSO allows you to login to your Salesforce instance, and then login via salesforce in the SimplyComp login page.
A North Star Approach
From the beginning, we’ve built out all of our products with the guidance of a North Star approach– always navigating toward the customer environment. Your sales management solutions must be flexible and fit into the broader goals of a customer’s business architecture.
A Best-in-Class Application Model
This North Star approach also supports Xactly’s philosophy of supporting best-in-class applications. With applications that work well together, companies have the ability to leverage leading solutions across their entire business architecture.
You Need More Than Just an API
The application program interface (API) is the first requirement to integrate software applications, giving you the necessary gateway for data flow in and out. But— if all you’re getting is an API —you’re being shortchanged. You’re not getting everything you need to use the application.
No Extra Skillset Required
Traditionally, when someone gets an API for a new piece of software, they also get a massive guide on how to use it.
Gaining Value from an Optimized Data Model
Xactly was the first to provide a SaaS solution in the compensation space. Xactly has now spent over 14 years optimizing our compensation data model for the cloud.
Secure Yet Convenient Data Access
Customers have told us that by easily pulling all of their data sources together, Xactly Connect has saved them hundreds of hours of manual labor per month.
What is a user in Salesforce?
A user is anyone who logs in to Salesforce. Users are employees at your company, such as sales reps, managers, and IT specialists, who need access to the company's records. Every user in Salesforce has a user account. The user account identifies the user, and the user account settings determine what features and records the user can access.
How many profiles can a user have?
Each user can have only one profile . Select profiles based on a user’s job function (the Standard User profile is the best choice for most users). Don’t give a user a profile with more access than the user needs to do their job. You can grant access to more items the user needs with a permission set.
Can you assign roles to users in Salesforce?
If you have an org with many users, you may find it easier to assign roles when adding users. However, you can set up a role hierarchy and assign roles to users at any time. Roles are only available in Professional, Enterprise, Unlimited, Performance, and Developer editions of Salesforce.
Can you grant a user access to only some features in Salesforce?
But, if you want to grant a user access to only some features in Salesforce, you have a host of licenses to choose from. For example, if you have to grant a user access to Chatter without allowing them to see any data in Salesforce, you can give them a Chatter Free license.
Can a Salesforce user have both a username and an email address?
Each user has both a username and an email address. The username must be formatted like an email address and must be unique across all Salesforce organizations. It can be the user's email address, so long as it is unique.
Get a faster, more reliable connection to your Salesforce data and services
Get a faster, more reliable connection to your Salesforce data and services.
Boost network performance
Deliver predictable, reliable network performance with a dedicated connection that boosts capacity.
Easily manage your connectivity
Simplify network management for real-time connectivity monitoring from end-to-end.
Expand your infrastructure options
Choose from an array of global partners, pricing, capacity, and SLA options to meet your dynamic network needs.
Increase network reliability
Remove those unpredictable public Internet bottlenecks from your mission-critical applications.
Meet the Salesforce Express Connect partner network
These Salesforce Express Connect partners can quickly establish network connectivity between your locations and the Salesforce platform.
What is Xactly Express?
Xactly Express is a cloud-based system that offers sales performance management solution for businesses.
What is Xactly Express rating? ()
The rating of Xactly Express is 3.3 stars out of 5 and the total score is 92 out of 100. The ratings are based on our unbiased experts. Learn more in our rating methodology page
Who are Xactly Express's typical customers?
Customers of the software include businesses of all sizes and a variety of types. Major industries where it can be deployed include financial services, automation and manufacturing, retail and wholesale, e-commerce, and others. Some notable clients of the software include BrightTalk, Alert Logic, and Clairmail Mobile Solutions etc.
Is Xactly Express the best Sales?
Xactly Express is ranked 2 out of 121 software in their category (Sales systems).
What are their main features and functionalities?
The software focuses on providing sales compensation, gamification, and sales motivation services. Compensation information can be imported from major third party CRM systems including QuickBooks, Salesforce.com, and others.
Who are their main alternatives?
The two main competitors of Xactly Express include Pobuca Connect and QCommission. Pobuca Connect is a cloud-based contact manager solution that is widely used to speed up communication within a business set-up while Xactly Express is also a cloud-based solution offering sales performance management for businesses.
What is the cost of Xactly Express?
What is the REAL total cost of implementation? on top of the total cost of licenses which is easy to calculate you need to add the cost of training, customization, data migration, and other "hidden cost". ITQlick pricing score is 5.4 out of 10 (10 is most expensive). Find here the REAL total cost breakdown for Xactly Express
What is a user in Salesforce?
A user is anyone who logs in to Salesforce. Users are employees at your company, such as sales reps, managers, and IT specialists, who need access to the company's records. Every user in Salesforce has a user account. The user account identifies the user, and the user account settings determine what features and records the user can access.
How many profiles can a user have?
Each user can have only one profile . Select profiles based on a user’s job function (the Standard User profile is the best choice for most users). Don’t give a user a profile with more access than the user needs to do their job. You can grant access to more items the user needs with a permission set.
Can you assign roles to users in Salesforce?
If you have an org with many users, you may find it easier to assign roles when adding users. However, you can set up a role hierarchy and assign roles to users at any time. Roles are only available in Professional, Enterprise, Unlimited, Performance, and Developer editions of Salesforce.
Can you grant a user access to only some features in Salesforce?
But, if you want to grant a user access to only some features in Salesforce, you have a host of licenses to choose from. For example, if you have to grant a user access to Chatter without allowing them to see any data in Salesforce, you can give them a Chatter Free license.
Can a Salesforce user have both a username and an email address?
Each user has both a username and an email address. The username must be formatted like an email address and must be unique across all Salesforce organizations. It can be the user's email address, so long as it is unique.
What Is A user?
Types of User Permissions
User Categorization
User Tab Options
User Specific Options
Editing A User
- Locate the user on the User page.
- Click on their name.
- A popup will appear with their user details.
Convert to Salesforce SSO