Saturday, February 22, 2020
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Set-Up & Maintain a User

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Set Up & Maintain a User

Set-Up & Maintain a User, In the user list, we can view and manage all users in your org.

how to get to it?

From Setup, just need to enter Users in the Quick Find box, then select Users.

From the user list, some of the things we are getting in sub-menu are :

  • Create one user or multiple users.
  • Reset passwords for selected users.
  • Edit a user.
  • View a user’s detail page by clicking the name, alias, or username.
  • View or edit a profile by clicking the profile name.

But easier to grab it while we have our hands dirty with the live experience, go through the video and learn in simple steps…

Various option are available in the user sub-menu which can be accessed by clicking on it.

history tracking with the status of login attempt whether successful or not can be tracked through its source IP address, business hours and various other options can be seen here.

history tracking with the status of login attempt whether successful or not can be tracked through its source IP address, business hours and various other options can be seen here.

did you watch the previous video, for creating an account?

if not here is link account

#keep_learning #keep_exploring #hungrymind

Set Up Your Company in Salesforce

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Set Up Your Company in Salesforce

The Company Information page helps to find out an overview of information in Salesforce. we can also manage our licenses. This page has the information that we have provided when we had signed up with Salesforce.

some of the information is:-

  • Manage Information About Your Company
    The Company Information page shows all the important information about your company (listed here in alphabetical order). The page also includes the user and feature licenses purchased for your organization.
  • Allow the Required Domains
    To enable your users to access Salesforce, you must add the standard Salesforce domains to your list of allowed domains.
  • Customize the User Interface
    Give your users the best working experience you can by setting up the user interface to meet their needs.

Ohh too much to grab.

no problem hungry mind provides you with the solution to watch a video for getting things in a simple manner!

  • Set Up the Lightning Experience Home Page
    Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities. You can also customize the page for different types of users and assign custom pages to different apps and app-and-profile combinations.
  • Select Your Language, Locale, and Currency
    The Salesforce settings for language, locale, time zone, and currency can affect how objects, such as Accounts, Leads, or Opportunities, are displayed.
  • Define Your Fiscal Year
    Specify a fiscal year that fits your business needs.
  • Deactivate an Org
    When an org has outlived its usefulness and it’s time to move on, you can deactivate it or allow it to expire.

Did you watch how to create and connect your developer account?

if not read me first …Developer account