Click on the profile icon in the top-right corner and select “Profile” Copy the URL in your browser and paste it into your case description (you can also find this link at the bottom of your profile under “Profile Link.” “What address do I use to link my Salesforce Certifications?”
How do I link my trailhead account to my Salesforce account?
From the Salesforce Partner Community, click the arrow next to your profile photo, and then click your name. Click Edit and select Profile. In the Certifications & Badges section, click Link Trailhead account or Link certification account. Enter the email address for the account that you use for Trailhead challenges or Salesforce certifications.
How do I change the profile of a user?
Navigate to Setup | Administration Setup | Manage Users | Users. 2. Find the User whose Profile you would like to customize. 3. Click the Edit link next to the Username. 4. In the right-hand column of User information, change the Profile to the new Profile.
How do I connect to the Salesforce partner community?
When you get the email, go back to your Salesforce Partner Community profile. Enter the verification code in the appropriate box and click Complete Connection. If you want your badges or certifications to appear on your profile, click Show Salesforce Trailhead Badges on my profile or Show Salesforce certifications on my profile.
How to login as another user in Salesforce?
There are some permission needed in order to login as another user in salesforce. The user must have Modify All Data and Manage Users permission in order to login as someone else. An admin logged in as another user can’t grant login access to that user. The user needs to log in directly and grant login access first.
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.
How do I clone a user profile in Salesforce?
To clone a profile, from Setup, in the Quick Find box, enter Profiles , and then select Profiles. Click New Profile, then select an existing profile that's similar to the one you want to create. If enhanced profile list views are enabled, click Clone next to a profile that's similar to the one you want to create.
Can we change profile of user in Salesforce?
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 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.
How do I mirror a user in Salesforce?
Grant Mirror AccessNavigate to My Account under the settings icon (top right corner).Enable the checkbox for Enable user mirroring.You are required to select a time period until which you will grant access. Please note that you can only grant access for up to 30 days.Click Save.
Can I clone a role in Salesforce?
You can create a custom role to provide specific permissions to users. You can create a role from scratch or clone a default role and modify the permissions.
How do I switch between users in Salesforce?
Switching between accounts can be done through the account settings....You will only see the Switch Account option if you have access to more than one account.To the right of the navigation bar, click the dropdown arrow.Click Switch Accounts. ... Search for the account you want to switch to.More items...
How do I add users to my profile?
Add or update usersOpen your device's Settings app.Tap System. Multiple users. If you can't find this setting, try searching your Settings app for users .Tap Add user. OK. If you don't find "Add user," tap Add user or profile User. OK. If you don't find either option, your device can't add users.
How do I assign a lightning page to a profile?
Click an Object from the list. Click on Lightning Record Pages from the left hand panel. Click on the View Page Assignments button in the top right corner. In the Look Up an Assignment box select a value for each of the the available App, Record Type, and Profile picklists.
What is difference between roles and profiles in Salesforce?
Salesforce Roles and Profiles Profiles are like circles, whereas roles are arranged into a hierarchy (when using the Role Hierarchy): Profiles are like circles of users that share the same function, eg. 'Marketing', 'System Admin', 'Sales', 'Support'. Roles are how users relate to each other in a hierarchy, eg.
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.
What is difference between standard profile and custom profile?
There are two major types of user profiles in Salesforce – standard profiles and custom profiles. While a standard profile is a profile already provided by Salesforce, a custom profile can be created by the users based on their specific requirements.
What is Salesforce Partner Community?
The Salesforce Partner Community is a portal built and maintained specifically for Salesforce partners. It’s where these partners manage their business, learn best practices, get support, and engage with Salesforce employees in a secure environment.
What is Salesforce certification?
Salesforce offers certifications for partners, organized into several tracks based on different roles. Partner User Groups are great for getting together with other partners in your local area and discussing business, Salesforce products, partner activities, and more.
Why use account contact relationships in B2B marketing?
B2B marketers will benefit from using Account Contact Relationships when doing account mapping for strategies such as Account-based Marketing. Job titles, being ununiform in nature, can get lost in the noise. Roles, on the other hand, a great way to unify and categorise prospect and customer contacts.
Is related contact included in accounts and contacts?
‘Related contacts’ are not included in the standard ‘Accounts and Contacts’ report type, neither will you find one when searching for a report type. You will need to use a different report type for showing related contacts, which you have to create yourself.
