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You're reading from  Salesforce CRM Administration Handbook

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781835085691
Edition1st Edition
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Authors (2):
Krzysztof Nowacki
Krzysztof Nowacki
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Krzysztof Nowacki

Krzysztof Nowacki is a Salesforce Certified Administrator and Consultant with 15+ years of experience in CRM and HR software implementations and consultancy for key international accounts in various industries (including FMCG, pharmacy, retail, manufacturing, finance, and SSC/BPO). He is also a speaker at conferences and a lecturer in postgraduate studies.
Read more about Krzysztof Nowacki

Mateusz Twarożek
Mateusz Twarożek
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Mateusz Twarożek

Mateusz Twarożek is a certified Salesforce administrator and consultant boasting 14 years of IT industry experience. Currently, he serves as the Head of Quickstarts for Salesforce Admins in the CEE region and acts as a consultant. His expertise spans system design in diverse sectors such as fintech, sales, manufacturing, and education, with a notable specialization in the NGO sector. As a conference speaker, he takes pleasure in disseminating his knowledge and insights within the community. Beyond his professional endeavors, he is a devoted spouse and parent who cherishes family time and has a personal interest in solving logical puzzles.
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User management

Do you remember how Dr. Frankenstein created his monster? Just like him, we will create our first user (don’t worry; it will be much less macabre than in the novel). During your work in this ecosystem, you will often encounter requests to create a new user. When setting up a new user, the request should include certain significant elements such as the following:

  • First/last name
  • Email address
  • Username
  • License
  • Profile

These elements are extremely important; without them, users can’t be created and in the later stage access the system. Creating a new user can be compared to setting up your own account in a new online store. Just as there, you need to provide details such as first/last name, email address, and phone number. Often, systems also ask for a username.

And here, let’s pause for a moment. I want to draw your attention to one important element. In Salesforce, your username must be unique, meaning it can’...

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Salesforce CRM Administration Handbook
Published in: Apr 2024Publisher: PacktISBN-13: 9781835085691

Authors (2)

author image
Krzysztof Nowacki

Krzysztof Nowacki is a Salesforce Certified Administrator and Consultant with 15+ years of experience in CRM and HR software implementations and consultancy for key international accounts in various industries (including FMCG, pharmacy, retail, manufacturing, finance, and SSC/BPO). He is also a speaker at conferences and a lecturer in postgraduate studies.
Read more about Krzysztof Nowacki

author image
Mateusz Twarożek

Mateusz Twarożek is a certified Salesforce administrator and consultant boasting 14 years of IT industry experience. Currently, he serves as the Head of Quickstarts for Salesforce Admins in the CEE region and acts as a consultant. His expertise spans system design in diverse sectors such as fintech, sales, manufacturing, and education, with a notable specialization in the NGO sector. As a conference speaker, he takes pleasure in disseminating his knowledge and insights within the community. Beyond his professional endeavors, he is a devoted spouse and parent who cherishes family time and has a personal interest in solving logical puzzles.
Read more about Mateusz Twarożek