Slaesforce FAQ

how to change salesforce profile

by Prof. Felipe Krajcik Published 2 years ago Updated 2 years ago
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It is pretty simple. Just Goto Setup--Manage user-- User --click on the user which you want to change the profile-- click Edit-- in the Profile field change the Profile from SALESFORCE PLATFORM to SALESFORCE Regards, Sabari

Most users can update their own personal information and email preferences on the My Profile page. Only an admin can update a Sales user's profile or change a user's role.
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Update Your User Profile
  1. Open the Account Settings page. ...
  2. Click My Profile, and then click Edit.
  3. Update the fields as needed, and click Save user.

Full Answer

How to create a new Salesforce user?

  • Setup > Type in ‘Users’ into Quick Find > Select Users
  • Depending on how many users you want to add Select New User (single) or Add Multiple Users (up to 10).
  • Select User Licence – this will decide the Salesforce accessibility for each user. This is where you would set up the Identity Licence.
  • Select Profile for the user.
  • Save.

How do I create a new user on Salesforce?

  • Enter First name, last name, Alias, Email address.
  • Now Assign a Role to the user.
  • Now assign user license to the new user.
  • Assign a profile to the user.
  • Now select generate passwords and notify user via email.
  • Click on Save button.
  • A verification email will be sent to the Email.

How to deactivate a Salesforce user?

  • Navigate to Users in Setup, and click Edit next to Maya Lorrette.
  • Deselect the Active checkbox to deactivate Maya’s user license.
  • On the warning message, click OK, then click Save.
  • Repeat the same steps to deactivate Ted Kim.

Who can create the users in Salesforce?

Step One: Add New User

  • 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. ...

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How do I change user profile in Salesforce?

Click Gear icon | Setup | 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 change my profile display in Salesforce?

Switching between Enhanced Profile Interface and Normal Profile Interface in SalesforceFrom Setup, enter User in the Quick Find box.Select User Management Settings.Enable Enhanced Profile User Interface.

How do I change the admin profile in Salesforce?

Create a new System Administrator User In Salesforce Classic and Lightning Experience: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.More items...

Why can't I edit profiles in Salesforce?

Go to customize --> User interface --> Uncheck the check box "Enable Enhanced Profile User Interface" --> Save to change the view to get edit link next to your profile names. Thanks!

How do I change my profile layout?

From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile.Click View Assignment next to any tab name in the Page Layouts section.Click Edit Assignment.Use the table to specify the page layout for each profile.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 can I see my profile in Salesforce?

In Salesforce Classic, your profile menu is your name. Same concept in Lightning Experience, although now you're represented by an avatar (1). Click your name to access your profile page, or click Settings to update your personal information (2).

What is a Salesforce profile?

Profiles are a group of settings and permissions which define what a user can access in Salesforce Lightning. Depending upon the user's job role, Salesforce Admins can assign users with a profile that includes all the tabs, records, and page access that they require.

How do I add a manager to Salesforce?

Login to Account Manager as an Account Administrator.Click on Users.Click Add User.Fill in the Email Address, First Name, and Last Name fields.Select the Organization (if more than one is available).Select or Review the Roles for the new user.Click Add at the bottom of the page.

Can we edit standard profiles in Salesforce?

NO. We cannot modify "Standard Profiles". The only way to achieve this is to "Clone" the standard profile, modify the permissions on the cloned profile and assign the cloned profile to the user.

How do I give permission to modify all users in Salesforce?

Locate the profile you need to change and select Edit. Once you have the profile open scroll down to Administrative settings (or use Ctrl/Cmd + F to search in the text), find the Modify all data and check the box next to it. Salesforce will automatically check other necessary permissions.

How do I enable enhanced profile interface in Salesforce?

The Salesforce enhanced profile user interface enables you to apply all changes to a profile from a single page....To enable the enhanced profile user interfaceNavigate to Setup > Customize > User Interface.In the Setup section, select the Enable Enhanced Profile User Interface check box.Click Save.

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