Log in to your Salesforce Salesforce CDP instance with the link provided in your admin email. Reset your password when prompted on-screen. From Setup, in the Quick Find box, enter users, and then click Users. From the user screen, click your username.
Full Answer
How do I set up my company in Salesforce?
Set Up Your Company in Salesforce Manage Information About Your Company Allow the Required Domains Allow Network Access for News, Account Logos, and Automated Account... Web Request Limits Customize the User Interface Configure User Interface Settings Set Up the User Interface in Salesforce Classic
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.
How do I set up user profiles in Salesforce lightning experience?
In Salesforce Classic: Click Setup | Manage Users | Profiles. In Lightning Experience: Click the gear icon | Setup | Users | Profiles. Review each profile and configure at least 'Read' permissions on the Account and Contacts objects. For complete steps, please review Edit Object Permissions in Profiles.
How do I create a new role in Salesforce?
From Setup, in the Quick Find box, enter Roles, then select Roles. If the “Understanding Roles” page is displayed, click Set Up Roles. Find the role under which you want to add the new role. Click Add Role.
Can a user have multiple roles in Salesforce?
A user can only have 1 Role. The Role hierarchy is primarily used for data visibility. You could use Sharing Rules to add-on the custom rules you want to share between different roles. Sorry you cannot assign either multiple profiles or roles to a single user.
How do you grant access to hierarchies?
To control sharing access using hierarchies for any custom object, from Setup, in the Quick Find box, enter Sharing Settings , then select Sharing Settings. Next, click Edit in the Organization Wide Defaults section. The Grant Access Using Hierarchies is enabled for most standard objects, but not all of them.
How do you set a role hierarchy in Salesforce?
In Salesforce Classic:Click on Setup.Expand the "Manage Users" by clicking the arrow beside it.Under Manage Users, click on "Roles"Click on "Set Up Roles"Click "Expand All"Select "Edit" after the Role name.Edit the information you want to change.Click Save.
How do I assign a role in Salesforce?
From Setup, in the Quick Find box, enter Roles , then select Roles.Click Assign next to the name of the desired role. ... Make a selection from the dropdown list to show the available users.Select a user on the left, and click Add to assign the user to this role.Click Save.
What is grant access in Salesforce?
Salesforce Support may ask you to Grant Login Access in order to assist you with a question, issue, or request. This is so that Support can log in to the application using your login to troubleshoot and fix issues stemming from your inquiry.
What is account hierarchy in Salesforce?
The Salesforce Account Hierarchy feature shows how Account records relate to one another, to represent parent companies and their subsidiaries (each represented by an Account). Accounts can be organized in a layered way as they are grouped based on criteria (e.g. Country, State, or perhaps by division).
What is the difference between profile and role 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.
How do I assign a role to an account owner in Salesforce?
Steps to assign a Role to the Account Owner from the Contact record pageGo to the Account record where the Contact is related.Click the name on the Account Owner.Click User Details button.Click Edit.Select a role.Click Save.
How do I find user hierarchy in Salesforce?
To view detailed information about a role, from Setup, in the Quick Find box, enter Roles , then select Roles, and click the role name. In the Role Detail related list: To view the role detail page for a parent or sibling role, click the role name in the Hierarchy or Siblings list. To edit the role details, click Edit.
How do I assign a user to a role?
To assign a user to a user role In the Edit User Role dialog box, click Users. On the Users page, click Add. In the Select Users or Groups dialog box, type the name of a user or group that you want to add to this user role, click Check Names, and then click OK. In the Edit User Role dialog box, click OK.
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 many types of profiles are there in Salesforce?
There are two major types of user profiles in Salesforce – standard profiles and custom profiles.
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 Are Participant Roles?
Setting up an ethical wall between the CIB and capital markets division is one of Deandra’s crucial requests. Don’t worry, building this wall doesn’t need any masonry skills. So how do you create this ethical wall? By setting up precision-based sharing based on contextual roles.
Add Participant Roles for Individual Users
Let’s go over the required participant roles for the acquisition deal before we create them.
What Are Participant Groups?
The retail coverage team in Cumulus Capital wants to track how the deal is progressing. So Deandra asks Matt to give access to two members of the team. She also sets up a compliance team within retail coverage. The compliance team helps her ensure that deal data is shared according to the regulatory requirements and company policies.
Get the Right Permissions
As an admin, Matt has all the privileges to set up CDS, except one: creating participant groups. Don’t worry, getting access is easy and we do it the same way we granted access to Rob. Matt assigns the Compliance Data Sharing Manager permission set to himself using the steps in Unit 2: Set up Compliant Data Sharing.
Add Participant Roles for Groups
Matt has already added participant roles for individual users Rob and Charlie. Using the same steps, he creates two participant roles, Retail Coverage and Compliance Team, for the Financial Deal object with read-write permissions.
Add Members to Participant Groups
Let’s add members to the retail coverage team. Before you proceed, assign the Compliant Data Sharing User permission set to members using the steps in Unit 2: Set up Compliant Data Sharing.
Add Groups Within Groups
The compliance team is part of the retail coverage team. Let’s emulate this group hierarchy in the org as well.
