SFDC User SetupSimeon Tzanev
Agenda• Creating New Users• Record Ownership• Licensing• Security• Localization• User Authentication• Computer Activation•...
Creating New UsersNew User Business Process• Employee joins the company• New user request via email/phone/case• Approval f...
Creating New UsersOverview of User Records• Key information about an User– Licensing• User Licenses• Feature Licenses– Sec...
Adding an User
Record Ownership
Licensing• User Licenses– Salesforce– Salesforce Platform– Force.com• Feature Licenses– Knowledge User– Marketing User– Mo...
Security• Profiles• Roles• Permission Sets
User Localization Settings• Personal Locale• Personal Language• Personal Time Zone• Personal Currency
User AuthenticationLogin Methods• Website: The standard Salesforce User Interface• API: programmatic access, such as the D...
SFDC Authorization Checklist• Login Hours Check• Login IP Ranges Check• Trusted IP Ranges Check• Check if user has been ac...
Login HoursSetup | Manage Users | Profiles | Login Hours
Login IP RangesSetup | Manage Users | Profiles | Login IP Ranges
Trusted IP RangesSetup | Security Controls | Network Access
Computer Activation (using the SFDC UI)
Computer Activation (using the API)Setup | My Personal Information | Reset My Security Token
Delegation of User ManagementSetup | Security Controls | Delegated Administration
Troubleshooting User Issues• Unlocking Users• Deactivating a user• Expiring All Passwords• Resetting Passwords• Viewing Lo...
Unlocking UsersSetup | Manage Users | Users
Deactivating UsersSetup | Manage Users | Users | Edit
Expiring All PasswordsSetup | Administration Setup | Security Controls | Expire All Passwords
Resetting Passwords
Viewing Login HistorySetup | Manage Users | Login History
Using Setup Audit TrailSetup | Security Controls | View Setup Audit Trail
Password PoliciesSetup | Administration Setup | Security Controls | Password Policies
Session SettingsSetup | Security Controls | Session Settings
Logging in as another UserSetup | My Personal Information | Grant Login AccessSetup | Manage Users | Users
Additional InformationLook for additional SFDC Topic Reviews, Articles and Video Series on my social mediachannelsLinkedIn...
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SFDC User Setup

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These slides describe the process of creation and management of new Salesforce users

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SFDC User Setup

  1. 1. SFDC User SetupSimeon Tzanev
  2. 2. Agenda• Creating New Users• Record Ownership• Licensing• Security• Localization• User Authentication• Computer Activation• Delegation of User Management• Troubleshooting User Issues• Password Policies• Session Settings• Logging in as Another User
  3. 3. Creating New UsersNew User Business Process• Employee joins the company• New user request via email/phone/case• Approval from hiring department manager needed• Admin can add new user to Salesforce
  4. 4. Creating New UsersOverview of User Records• Key information about an User– Licensing• User Licenses• Feature Licenses– Security• Profiles• Roles• Permission Sets– Localization• Personal Language• Personal Time Zone• Personal Currency
  5. 5. Adding an User
  6. 6. Record Ownership
  7. 7. Licensing• User Licenses– Salesforce– Salesforce Platform– Force.com• Feature Licenses– Knowledge User– Marketing User– Mobile User– Offline User– Salesforce CRM Content User– Service Cloud User
  8. 8. Security• Profiles• Roles• Permission Sets
  9. 9. User Localization Settings• Personal Locale• Personal Language• Personal Time Zone• Personal Currency
  10. 10. User AuthenticationLogin Methods• Website: The standard Salesforce User Interface• API: programmatic access, such as the Data Loader• Desktop Client• Mobile Client
  11. 11. SFDC Authorization Checklist• Login Hours Check• Login IP Ranges Check• Trusted IP Ranges Check• Check if user has been activated from this IP address before• Check if user’s Browser has a valid Cookie stored from Salesforce
  12. 12. Login HoursSetup | Manage Users | Profiles | Login Hours
  13. 13. Login IP RangesSetup | Manage Users | Profiles | Login IP Ranges
  14. 14. Trusted IP RangesSetup | Security Controls | Network Access
  15. 15. Computer Activation (using the SFDC UI)
  16. 16. Computer Activation (using the API)Setup | My Personal Information | Reset My Security Token
  17. 17. Delegation of User ManagementSetup | Security Controls | Delegated Administration
  18. 18. Troubleshooting User Issues• Unlocking Users• Deactivating a user• Expiring All Passwords• Resetting Passwords• Viewing Login History• Using Setup Audit Trail
  19. 19. Unlocking UsersSetup | Manage Users | Users
  20. 20. Deactivating UsersSetup | Manage Users | Users | Edit
  21. 21. Expiring All PasswordsSetup | Administration Setup | Security Controls | Expire All Passwords
  22. 22. Resetting Passwords
  23. 23. Viewing Login HistorySetup | Manage Users | Login History
  24. 24. Using Setup Audit TrailSetup | Security Controls | View Setup Audit Trail
  25. 25. Password PoliciesSetup | Administration Setup | Security Controls | Password Policies
  26. 26. Session SettingsSetup | Security Controls | Session Settings
  27. 27. Logging in as another UserSetup | My Personal Information | Grant Login AccessSetup | Manage Users | Users
  28. 28. Additional InformationLook for additional SFDC Topic Reviews, Articles and Video Series on my social mediachannelsLinkedIn http://de.linkedin.com/in/simeontzanevBlog http://tzanevs.wordpress.com/Twitter smtzanev@ Email mail@simeontzanev.info

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