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- Login in as Administrator.
- Go to Setup/ Administration Setup/ Manage Users/ Users,
- Select the User that you would like to change to an Administrator,
- Select Edit. You will need to change the User License to Salesforce and Profile to PB Administrator for the user.
- Go to: ...
- Click New User then enter your new User details.
- In the 'User License' field, select Salesforce.
- In the 'Profile' field, select System Administrator.
- Select Generate new password and notify user immediately.
- Click Save.
What does a Salesforce admin do?
Jeff began working in the Salesforce ecosystem in 2004, and he has helped a variety of organizations transform their businesses. The Salesforce Admin holds the keys to the castle, giving them admin superhero powers. However, as Uncle Ben told his nephew Peter Parker, aka Spiderman, “With great power comes great responsibility.”
What are user permissions and access settings in Salesforce?
User permissions and access settings are specified in profiles and permission sets. To use them effectively, understand the differences between profiles and permission sets. The available permissions and settings vary according to which Salesforce edition you have.
How to improve the performance of your Salesforce Org?
Do perform the Salesforce Health Check on your Org and take the necessary recommended actions under the ‘Fix Risks’ button. Do test record pages with the ‘ Analyze’ button and follow the Performance Tuning Tips.
How do I report on metadata changes in Salesforce shield?
Note: more fields are available to be tracked, with a premium subscription to Salesforce Shield. Put the Tracking History as a Related List on the Record Page. You can also report on these fields. Do use the ‘View Setup Audit Trail’ to see what metadata changes have taken place and by whom.
How do I grant admin access in Salesforce?
To provide grant login access go to your name=>My settings.Click on my settings.Go to Personal=>Grant Account Login Access.We can provide grant access to your company administrator and Salesforce.com support. ... Click on Users.More items...
Can we edit system administrator profile in Salesforce?
You aren't able to make changes to standard profiles, but what you can do is clone the profile, by clicking the 'Clone' button and then call it whatever you want. If you are the System Administrator, just change your profile to the new cloned system admin profile! This should do it for you! Best of luck!
How do I add a user to Salesforce admin?
Add a User (Administrator Account)Click Admin.Click the Account Settings folder.Click My Users.Click Create.Enter the user's name.Enter the reply email address. ... Enter the notification email address.Enter the username for the user.More items...
How do I deactivate a Salesforce administrator?
Deactivate the Legacy Administrator UserSetup > Type “user” in the search box. The Users are located at Setup > Users > Users.Click on User and edit the old System Administrator and deactivate the user.
How do I change my administrator profile?
Unable to edit my own User profileClick Setup | Administration Setup | Manage Users | Users.Find the User you want to edit.Click Edit next to the User's name.In the right-hand column of the User information, select your preferred profile type.Click Save.
How do I enable permissions in Salesforce?
On the System Permissions page in a permission set, you can:Change the system permissions by clicking Edit. ... Search for permissions and settings.Create a permission set based on the current permission set by clicking Clone.If it's not assigned to any users, remove the permission set by clicking Delete.More items...
How do I switch users in Salesforce?
To change user details—such as a user's profile, role, or contact information—edit the user account....From Setup, enter Users in the Quick Find box, then select Users.Click Edit next to a user's name.Change the settings as needed.Click Save.
How do permission sets work in Salesforce?
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users' functional access without changing their profiles. Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets.
How do I assign a user in Salesforce?
From Setup, in the Quick Find box, enter Roles , then select Roles.Click Assign next to the name of the desired role. ... Make a selection from the dropdown list to show the available users.Select a user on the left, and click Add to assign the user to this role.Click Save.
How many system admins can you have in Salesforce?
1 Answer. Show activity on this post. You can set everyone as administrator, if you want to, and you can create as many active users as you have licenses (Setup > Company Profile > Company Information).
Which step should a system administrator take to remove an active user from Salesforce?
Deactivate the user record; the system will delete it in 30 days.
How do I login as a different user in Salesforce?
From Setup, enter Users in the Quick Find box, then select Users.Click the Login link next to the username. This link is available only for users who have granted login access to an admin or in orgs where admin can log in as any user.To return to your admin account, select User's Name | Logout.
System Performance
Having a healthy and efficient Salesforce Org is critically important for both the speed of your Org and its long-term health.
General System Administration
This category includes foundational Salesforce Do’s and Don’ts for an Admin’s day-to-day job.
Change Management
In this section, we’ll explore some key Do’s and Don’ts for deploying components and related tasks. In most Orgs, it’s recommended to use lower-environment sandboxes for configuration and development, and then deploy to Production.
Troubleshooting
As a Salesforce Admin you’ll have plenty of opportunity to troubleshoot issues. Here’s a list of Do’s and Don’ts to help in this often-challenging endeavor.
Security & Access
In this section we’ll review some Do’s and Don’ts for OWD, Profiles, Permission Sets, FLS, and more.
App Building
For this section, we’ll explore App Building Do’s and Don’ts, plus related activities.
Working with your team
Let’s not forget about the all-important soft skills. It all starts with clear communication.
What is a permission set in a profile?
In Profiles? In Permission Sets? Use profiles and permission sets to grant access but not to deny access. Permission granted from either a profile or permission set is honored. For example, if Transfer Record isn't enabled in a profile but is enabled in a permission set, she can transfer records regardless of whether she owns them.
Can a user have multiple permissions?
Every user is assigned only one profile, but can also have multiple permission sets. When determining access for your users, use profiles to assign the minimum permissions and access settings for specific groups of users. Then use permission sets to grant more permissions as needed. This table shows the types of permissions ...
