Slaesforce FAQ

how to make user active salesforce

by Dalton Conn Published 2 years ago Updated 2 years ago
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Steps to Reactivate a User.

  • 1. Navigate to the users portion of setup:
  • 2. Look for the name of the User to reactivate.
  • 3. Click Edit beside the name of the User.
  • 4. Select the 'active checkbox.'.
  • 5. Click Save. Was this information helpful?

Reactivate a User
  1. Navigate to the users portion of setup: Classic: Setup | Manage Users | Users. Lightning: Gear icon | Setup | Administration | Users | Users.
  2. Look for the name of the User to reactivate.
  3. Click Edit beside the name of the User.
  4. Select the 'active checkbox. '
  5. Click Save.

Full Answer

How to deactivate a user in Salesforce?

Hi Prachi, Please follow the steps below: 1. Go to System Admin Profile 2. Click on View Users 3. Select one user that you can deactivate. 4. Once deactivated, you will see the Salesforce license in the drop down. Let me know if you have any questions. Thanks, Abhishek Bansal.

How to create a new system administrator in Salesforce?

You need to the Set the User License to Salesforce. 2. Now change the Profile to be System Administrator. 3. Then proceed with the rest of the steps. Here is the screen shot from my newly created user: 1. You need to the Set the User License to Salesforce. Check done 2. Now change the Profile to be System Administrator. Check done 3. Inactive.

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.

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.

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How do I enable and deactivate a user in Salesforce?

Deactivating a user prevents access but preserves all historical activity and records.From Setup, in the Quick Find box, enter Users , then select Users.Click Edit next to a user's name.Deselect the Active checkbox, and then click Save.

How do I see active users in Salesforce?

You can get a list of active user sessions (i.e. logged in users) via Setup> Security Controls> Session Management or the API.

What happens when a user is deactivated in Salesforce?

Deactivated users lose access to shared records immediately. Users higher in the role hierarchy continue to have access until that access is deleted asynchronously. If that visibility is a concern, remove the record access that's granted to the deactivated users before deactivation.

How do I give permission to user in Salesforce?

From Setup, enter Users in the Quick Find box, then select Users.Select a user.In the Permission Set Assignments related list, click Edit Assignments.To assign a permission set, select it under Available Permission Sets and click Add. ... Click Save.

How many active users does Salesforce have?

The company generates more than $6.66 billion in revenue for the fiscal year ending January 31, 2016. Salesforce has more than 150,000 customers worldwide and more than 20,000 employees.

How do I manage users in Salesforce?

Your Salesforce edition determines the maximum number of users that you can add....From the user list, you can:Create one user or multiple users.Reset passwords for selected users.Edit a user.View a user's detail page by clicking the name, alias, or username.View or edit a profile by clicking the profile name.More items...

What is difference between deactivate and freeze on user?

"Freezing" only stops the user from being able to login. When you "deactivate," it frees up that salesforce license to be given to another user. Hope this helps you!

What prevents a user from being deactivated in salesforce?

You're prevented from activating a user if the user is the:default owner of leads.default or automated case owner.default lead creator or owner.default workflow user.recipient of a workflow email alert.a user selected in a custom hierarchy field.a customer portal administrator.

What prevents deactivating an user in salesforce?

There are some scenarios that will prevent a user from being deactivated if the user is:A user that is selected in a custom hierarchy field. ... Default workflow user.Default Owner of leads or cases.Automated case owner.Lead creator.Customer Portal administrator.They are the recipient of a workflow email alert.

Can we assign permission set to inactive user?

First, an admin shouldn't be able to click on this button anyway, since the policy (per SF support on this issue) is that you cannot assign permission sets to inactive users.

What is user permission in Salesforce?

User permissions specify what tasks users can perform and what features users can access. For example, users with the “View Setup and Configuration” permission can view Setup pages, and users with the “API Enabled” permission can access any Salesforce API.

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...

Why Does User Activity Monitoring Matter?

While user activity monitoring can record nearly every user action, the purpose of monitoring users isn’t to become Big Brother to your employees.

User Activity Monitoring in Salesforce

The average cost of a data breach is $3.92 million. You may have seen companies like Facebook, Google, and Equifax suffer financially due to data breaches. Many breaches are caused by insiders, whether maliciously or unintentionally.

Summary

Enabling Event Monitoring in Salesforce can streamline and optimize your Salesforce usage. As long as you use a visibility tool to digest the raw Event Monitoring log data, you’ll be able to monitor and address user activity concerns for security, usage and adoption, performance, and compliance with ease.

Prerequisites

The scenario outlined in this tutorial assumes that you already have the following items:

Assigning users to Salesforce

Azure Active Directory uses a concept called "assignments" to determine which users should receive access to selected apps. In the context of automatic user account provisioning, only the users and groups that have been "assigned" to an application in Azure AD is synchronized.

Enable automated user provisioning

This section guides you through connecting your Azure AD to Salesforce's user account provisioning API - v40, and configuring the provisioning service to create, update, and disable assigned user accounts in Salesforce based on user and group assignment in Azure AD.

Additional resources

What is application access and single sign-on with Azure Active Directory?

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