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.
Full Answer
What are permission sets and profiles in Salesforce?
This is why we use permission sets and profiles to control what data users can access across Salesforce. When setting up your app, you should always start by granting your users a minimum access profile and layering permission sets on top of that based on their job function. Why?
What is salesforcea for admins?
With SalesforceA for Admins, you can be anywhere and take care of essential user management tasks in Salesforce. Support users your way. Built exclusively for admins, SalesforceA enables you to monitor your deployment and respond quickly to user management requests from anywhere.
Should you give your users access to login credentials in Salesforce?
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.
What do you do every day as a Salesforce admin?
Build a Salesforce app! As a Salesforce Admin, you have a lot of different tasks every day. One of the most common content tasks is to take user requests for changes.
Support users your way
Built exclusively for admins, SalesforceA enables you to monitor your deployment and respond quickly to user management requests from anywhere.
Mobile CRM from Salesforce
Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more.
Mobile CRM from Salesforce
Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more.
What is a permission set in a profile?
In Profiles? In Permission Sets? Use profiles and permission sets to grant access but not to deny access. Permission granted from either a profile or permission set is honored. For example, if Transfer Record isn't enabled in a profile but is enabled in a permission set, she can transfer records regardless of whether she owns them.
Can a user have multiple permissions?
Every user is assigned only one profile, but can also have multiple permission sets. When determining access for your users, use profiles to assign the minimum permissions and access settings for specific groups of users. Then use permission sets to grant more permissions as needed. This table shows the types of permissions ...
Permission Sets > Profiles
- When setting up your app, you should always start by granting your users a minimum access profile and layering permission sets on top of that based on their job function. Why? Because you can apply permission sets to all the users based on what job they do versus their specific role. This also saves you from creating hundreds of different profiles for each specific user and job fu…
Use Permission Sets For Specific Tasks
- A permission set is the best way to make sure users have access to what they need in order to complete a specific task. For example, let’s look at #AwesomeAdmin Brenda Glasser, Salesforce Architect at Ripple, who has done a great job with her permission and user access control setup:
Use Permission Set Groups For Personas
- Once you have your permission sets configured, you can save time by creating permission set groups to apply to specific personas across your organization. This means you don’t have to assign each permission set to each user; you can group the permission sets together and assign them by persona or job function. Another advantage of using permission ...
Best Practices For Using Permission Sets and Permission Set Groups
- Now that you have a framework for how to use permission sets and permission set groups, here are some tips for how to put this strategy into practice: 1. Utilize muting in a permission set groupto reuse permission sets across many personas. For example, your permission set may contain everything a user needs to manage opportunities, which may include something like the …
Resources
- Trailhead: Understand User Management
- Salesforce Admins Blog: Expert Corner: Explore the Future of User Management with Product Manager Cheryl Feldman