Slaesforce FAQ

how to know available profile for new user in salesforce

by Columbus Grady Published 2 years ago Updated 2 years ago
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To view all users that are assigned to a profile from the profile overview page, click Assigned Users (in the enhanced profile user interface) or View Users (in the original profile user interface). From the assigned users page, you can: Available in: Salesforce Classic (not available in all orgs) and Lightning Experience

Full Answer

How do I find a user's Salesforce ID?

https://<YourInstanceOrMyDomainHere>.lightning.force.com/lightning/setup/ManageUsers/page?address=%2F 00530000003xqAb %3Fnoredirect%3D1%26isUserEntityOverride%3D1 In each URL above, the User's Salesforce ID is 00530000003xqAb Navigate to the User's Profile. For instructions, see our Manage Profile Lists documentation.

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 do with a user license in Salesforce?

View Your Salesforce Org’s Usage-Based Entitlements Enable a Feature License for a User Database.com User Licenses Enable Enhanced Profile List Views Manage Your Contracts with the Your Account App Password Policy Fields in Profiles Get Support with the Your Account App Work in the Enhanced Profile User Interface Page

What are user profiles in trailhead?

Take the User Management module on Trailhead to learn more. Profiles determine which objects users can access. The most common distinction for standard profiles (what you get out of the box) is the SysAdmin profile vs. Standard User.

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How do I view all profiles in Salesforce?

To view the profiles in your organization, from Setup, enter Profiles in the Quick Find box, then select Profiles....Viewing the Basic Profile ListCreate a profile.View or edit a profile by clicking its name.Delete a custom profile by clicking Del next to its name.

How do I check profile permissions in Salesforce?

In the original profile user interface, user permissions are listed under Administrative Permissions and General User Permissions. To view permissions and their descriptions, from Setup, enter Permission Sets in the Quick Find box, then select Permission Sets, then select or create a permission set.

How many profiles can a Salesforce user have?

Administrators can create a maximum of 1,500 custom profiles per user license type. Note: For Professional Edition, the maximum number of custom profiles they can create is 2.

Where can I find users in Salesforce?

In the user list, you can view and manage all users in your org, partner portal, and Salesforce Customer Portal. To enable specific Salesforce functionality for your users, you must choose one user license for each user.

Can one user have multiple profiles?

As far as the first part of the question is concerned, Yes. One profile can be assigned to any number of users. Take the example of a Sales or Service team in a company. The entire team will be assigned the same profile.

How do I extract profile permissions in Salesforce?

Export 'User Profile' system permissions with Data LoaderLogin to Data Loader and click Export.Check the checkbox for 'Show all Salesforce objects. ... Select 'Profile (Profile). ... Enter a name for the exported file in the 'Choose a target for extraction' box.Click Next.More items...

How many types of profiles are there?

Profiles are generally categorized into five different types: 1) Guest Profiles 2) Company profiles 3) Travel Agent Profiles 4) Group Profile and 5) Source Profile.

What is the difference between profile and user in Salesforce?

​ A profile is a group/collection of settings and permissions that define what a user can do in salesforce. A profile controls “Object permissions, Field permissions, User permissions, Tab settings, App settings, Apex class access, Visualforce page access, Page layouts, Record Types, Login hours & Login IP ranges.

Can two users have same role in Salesforce?

The same role can be given to multiple users and they may or may not have the same permissions. A Role can be assigned to the user at any point of time.

Can we create a new user without role and profile?

You can't create a user without profile but you can create without role.

How do I query a user id in Salesforce?

Get Current User Id in SalesforceApex. System.debug( 'Current User Id - '+UserInfo.getUserId());Visualforce. < apex:page > < h1 >Visualforce Page < p >UserId: {!$User.Id} ... Aura Component. let currentUser = $A.get( "$SObjectType.CurrentUser.Id" ); Console.log(currentUser);Formula Fields. $User.Id.

How do I add a new user to Salesforce?

To add users: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.More items...

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.

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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.

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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.

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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.

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