Slaesforce FAQ

how to check what a person does in salesforce

by Prof. Caterina Kuphal Sr. Published 2 years ago Updated 2 years ago
image

Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities. Actually just to clarify you cannot see "All" a users activity.

Full Answer

What are person accounts in Salesforce?

The Salesforce definition for Person Accounts is: “Person Accounts store information about individual people by combining certain Account and Contact fields into a single record.”

How do you know who needs a Salesforce license?

By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.

Why add users to your Salesforce account?

When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most.

What can you learn from your Salesforce user activity?

If you’ve examined this data, you’ve monitored user activity. By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.

image

How do I see someone's activity in Salesforce?

In the account menu, select Account Analytics. Click the User Activity tab. Note If you don't see the User Activity tab, in Account settings, uncheck Hide Account Analytics User Level Data. View the total number of unique active users [1] based on the time period.

Is there a user activity report in Salesforce?

User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI.

What are people records in Salesforce?

Required Editions. The People tab and the People list on the Chatter tab show a list of recently viewed users in your organization. If your org has 25 people or fewer, these lists show everyone. To view someone's profile, click their name or photo.

How do I follow a user in Salesforce?

Click the button to see options for following the person or record and for adding it to a new or existing stream. To follow the person or record from the menu, click What I Follow. Note You can find streams in Lightning Experience on the Chatter home page.

How do I track actions in Salesforce?

0:014:08Salesforce Lightning: 101.7 New Activity Tracking Example - YouTubeYouTubeStart of suggested clipEnd of suggested clipNot a problem so what I'm going to do is to hold down alt touch tab that brings me to this nextMoreNot a problem so what I'm going to do is to hold down alt touch tab that brings me to this next screen.

How do I monitor Salesforce?

17 Free Ways to Monitor Your Salesforce OrgApplication Logging Framework. ... Tooling API. ... REST API – Limits. ... Setup Audit Trail. ... Health Check. ... Salesforce Optimizer. ... System Overview. ... Apex Exception Emails.More items...•

How do person accounts work?

Person accounts store information about individual people by combining certain account and contact fields into one record. Orgs that use person accounts can modify the Organization-Wide Sharing Default for Contacts.

What is the difference between person account and business account in Salesforce?

Use accounts to store information about customers or individuals you do business with. There are two types of accounts. Business accounts store information about companies. Person accounts store information about individual people.

How do I find someone's account?

How to find someone's social media accountsGoogle Image Search. A Google search for the person's name is a good start, but an image search can be faster. ... PeekYou. You can also turn to a people search site like PeekYou. ... Username. Something not many people think about is that they use the same username for every account.

Where can the administrator view a user's login history in Salesforce?

You can download the past 6 months of user logins to your Salesforce orgs and Experience Cloud sites. This report includes logins through the API. From Setup, in the Quick Find box, enter Login History , then select Login History.

How do I see my followers in Salesforce?

From the home screen, click the Chatter Tab then in the top left corner click your name / picture. It will then take you to your chatter profile. On the right hand side you can then see a link that says 'followers'. Click that and you will be taken to a list of followers!

Can you follow a task in Salesforce?

You can auto-follow the records that you create, but you can't auto-follow tasks, events, or dashboards.

How to understand person accounts in Salesforce?

Another way to understand Person Accounts is to view how they correspond with Leads in a Salesforce org. Any Salesforce professional that has worked with Leads understands that a company name is required to convert that Lead into a Contact that is associated with an Account for the company. This has frustrated some Salesforce Administrators who have users that put “dummy” information in the company field in order to convert their Lead. My previous company had over 1 million Contacts on a single “dummy” Account and it definitely caused performance issues when multiple Contacts associated with that Account were being accessed. Person Accounts help solve this problem by giving users to create Person Accounts straight from their Lead record.

What is a person account in Salesforce?

What is a Person Account and how is the Data Structured? The Salesforce definition for Person Accounts is: “Person Accounts store information about individual people by combining certain Account and Contact fields into a single record.”.

What does it mean when a user tries to view a contact associated with a person account?

When a user tries to view a Contact associated with a Person Account, the user will be redirected to the Account (Person Account) record. This means the user only needs to navigate to the Accounts tab to manage both business Account records and their individual Accounts.

What is a person account?

A Person Account is not its own object, but it does have object features such as page layouts, compact layouts and record types . There is also a nice feature that will show you which of your Contact fields are used for Person Account records when looking at the Account fields list.

Is a person account a good fit for an organization?

When are Person Accounts a Good Fit for Your Organization. Person Accounts can benefit your organization, but it is not possible to disable the feature once you start using them. This means it is very important to do thorough research to determine if Person Accounts are a viable solution.

Does a person account count against storage?

A Person Account record will actually count against your storage for both the Account and Contact object. This is because a Contact is automatically created when a Person Account is created. Organizations with a large amount of individual customers will need to keep this in mind when they consider Person Accounts.

The Complete Guide to Salesforce User Management

When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.

A problem occurred, please try again later

Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.

A problem occurred, please try again later

Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.

A problem occurred, please try again later

Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.

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.

What is profile setting?

Profiles are typically defined by a user’s job function (for example, Salesforce admin or sales representative).

Who owns a record in a queue?

Every record is owned by a user or a queue. The owner has full access to the record. In a hierarchy, users higher in the hierarchy always have the same access to users below them in the hierarchy. This access applies to records owned by users and records shared with them. To specify record-level security, set your organization-wide sharing ...

Why is it easier to manage users' permissions and access?

Now it’s easier to manage users’ permissions and access because you can assign multiple permission sets to a single user. Field-Level Security (Permission Sets and Profiles) Sometimes you want users to have access to an object while limiting their access to individual fields in that object.

Does Salesforce search for Las Vegas?

Salesforce does a keyword search, matching the terms Las Vegas, Las and Vegas in the searchable fields. No results are returned for records that match only the Billing and Shipping Address fields because the user doesn't have access to these fields. There are some fields that don’t enforce field level security and return search results.

Subodh

Can we check when the Person Account was enabled in Salesforce Organization? If yes, how?

Ashley

Yes, you can check if Person Account is enabled in Salesforce org via Salesforce Apex code. Use this:

PRANAV

I think you want to know when your org Enables the Person Account. There is not a definite way to check it but you can run the below query to know when the Person Account record type is created.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9