User Management: Add New Users

Posted on by admin

Study for the Administrator Certification Exam > Configuration and Setup (15%) > User Management > Add New Users

What Is a User?

  • A user is anyone who logs in to Salesforce
  • Users are employees at your company who need access to Salesforce
  • You can also have external users, such as end customers, prospects, and partners who access Experience Cloud sites.

Each user account contains at least the following.

  • Username
  • Email Address
  • User’s First Name (optional)
  • User’s Last Name
  • Alias
  • Nickname
  • License
  • Profile
  • Role (optional)

Key Terms

Usernames

  • and must be unique across Salesforce.
  • The username must be formatted like an email address

User Licenses

Profiles

  • Each user has one profile
  • grant permissions
  • Minimum Access > permission sets and permission set groups
Permission SetProfile
User, object, and field permissionsDefault record types
Custom permissionsDefault assigned apps
Connected app accessPage layout assignments
Apex class accessLogin hours
Visualforce page accessLogin IP ranges
Tab settings

Roles

  • what users can see
  • where they’re located in the role hierarchy
  • Users at the top of the hierarchy can see all
  • Roles are only available in Professional, Enterprise, Unlimited, Performance, and Developer editions
  • Roles are optional
  • each user can have only one

Alias

  • short name of the user
  • list pages, reports or dashboard where the full name doesn’t fit
  • first letter of first name, 4 letters of last name

Guidelines for Adding Users

  • Username: unique
  • Username format: email address, but it doesn’t have to be real
  • Email: 중복가능
  • Passwords: 첫로그인 전 무조건 password reset필수
  • Login link: email로 받은 login link는 최초1회만 로그인가능

Add Users

  • 사용자 생성시 Add Multiple Users옵션으로 한번에 10명까지 사용자를 추가할 수 있다.
  • Generate password and notify user immediately를 선택하여 password reset을 하도록 한다.

Freeze a User

  1. Setup > Users > [User] > Freeze버튼
  2. 로그인만 막음
  3. License는 그대로 사용 중
  4. 계정 문제 조사할 때 사용

Deactivate a User

  1. Setup > Users > [User] > Edit
    • Uncheck 🔲 Active
  2. Save!

비활성화:

  • 로그인 막음
  • License 반환됨
  • 사용자가 회사 떠났을 때

See What a User Can Access

사용자의 Permission을 한번에 모아보고 싶을때:

  1. Setup > Users > [User] > View Summary
    • 여기서 나열된 Permission이 어떻게 할당되었는지 보고 싶다면,
      해당레코드 맨 끝의 more > Access Granted By

Hands-on Challenge

+500 points

Your Challenge

Create a User and Assign a Profile

Add a new user and assign the user a profile following our best practices.

Prework:

  • Create a new Trailhead Playground for this module. Using an existing org might create problems when you check the challenge. Click the dropdown arrow next to the Launch button, and choose Create a Trailhead Playground.
  • Visit Setup | Company Settings | Company Information | User Licenses to verify that you have one remaining Salesforce license available.
  • If you already used both of your Salesforce licenses, deactivate one to complete this challenge.
  • Create a new user:
    • Open Setup in the org
    • In the Quick Find box, enter usersCopy and then select Users
    • Click New User
    • Enter the firstCopy nameCopy and lastCopy nameCopy
    • For Alias, enter testuserCopy
    • For Email, enter your email address
    • For Username, enter <YourInitials>_testuser_<YYYYMMDD>@example.comCopy. (Usernames must be unique across all Salesforce orgs.)
    • For License, select Salesforce
    • For Profile, select Minimum Access – Salesforce
    • For Role, select Western Sales Team
    • Click Save

풀이

새로운 Playground생성, “User Management”

과제에 필요한 라이센스가 남아있는지 확인:

  • Setup > Company Information > User Licenses
    현재 조직에 남아있는 라이센스가 몇개인지 보여줌
    • Name: Salesforce
    • Status: Active
    • Total Licenses: 2
    • Used Licenses: 1
    • Remaining Licenses: 1
      만약 Salesforce라이센스가 하나도 남아있지 않다면 User에 들어가서 해당 유저를 Deactivate시키세요.

User 생성:

  • Setup > Users > New User
    • First Name: <Your First Name>
      Ellie
    • Last Name: <Your Last Name>
      Howard
    • Alias: testuser
    • Email: <Your email>
      dama*****77@gmail.com
    • Username: <YourInitials>_testuser_<YYYYMMDD>@example.com
      EH_testuser_20260301@example.com
    • License: Salesforce
    • Profile: Minimum Access – Salesforce
    • Role: Western Sales Team
  • Save!