Learn about the various user settings available in Salesforce, from creating profiles, permission sets and roles, to creating a user and managing administrative tasks, like password resets, freezing and unlocking accounts, and more.
Configuring Salesforce users is more than just creating a profile and a username. In this course, Managing Users in Salesforce, you will gain all of the knowledge necessary to setup your user permissions, and create your users. First, you will learn about how Salesforce manages access rights and permissions. Next, you will discover the various settings available for configuring a user. Finally, you will see a demo of how to create a new user in Salesforce, and maintain existing users. When you’re finished with this course, you will have the skills and knowledge necessary to configure your organization's access right, create your users, and manage user access and other administrative tasks.
Otto has over ten years of experience in digital marketing process and technology implementations.
His career has spanned from supporting small and micro businesses to get started with e-mail marketing, founding and running a web development company, and consulting on enterprise implementations of Marketing Automation Platforms.
Course Overview Hello everyone, my name is Otto Warner, and welcome to my course Managing Users in Salesforce. I'm a digital marketing consultant with over a decade of experience implementing and integrating sales and marketing technologies. And if you're starting out in Salesforce administration or have just acquired the Salesforce platform at your company, this course will give you foundational knowledge of the platform and how it's administered. In this course, we're going to show you how to configure user permissions and other important user settings, as well as create and manage new and existing user records in Salesforce. Some of the major topics that we'll cover will include working with permission sets, profiles, and roles, handling password resets, managing frozen and de-activated user accounts, and creating and assigning users. By the end of this course, you'll know how to create and permissions new users in Salesforce and manage all user access issues in the platform. We suggest logging into your own Salesforce instance and following along with the course to help familiarize yourself with the platform. I hope you'll join me on this journey to learn Salesforce user management with the Managing Users in Salesforce course at Pluralsight.