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

1. SFDC User Setup
Simeon Tzanev

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. Creating New Users
New 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. Creating New Users
Overview 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. Adding an User

6. Record Ownership

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. Security
• Profiles
• Roles
• Permission Sets

9. User Localization Settings
• Personal Locale
• Personal Language
• Personal Time Zone
• Personal Currency

10. User Authentication
Login Methods
• Website: The standard Salesforce User Interface
• API: programmatic access, such as the Data Loader
• Desktop Client
• Mobile Client

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. Login Hours
Setup | Manage Users | Profiles | Login Hours

13. Login IP Ranges
Setup | Manage Users | Profiles | Login IP Ranges

14. Trusted IP Ranges
Setup | Security Controls | Network Access

15. Computer Activation (using the SFDC UI)

16. Computer Activation (using the API)
Setup | My Personal Information | Reset My Security Token

17. Delegation of User Management
Setup | Security Controls | Delegated Administration

18. Troubleshooting User Issues
• Unlocking Users
• Deactivating a user
• Expiring All Passwords
• Resetting Passwords
• Viewing Login History
• Using Setup Audit Trail

19. Unlocking Users
Setup | Manage Users | Users

20. Deactivating Users
Setup | Manage Users | Users | Edit

21. Expiring All Passwords
Setup | Administration Setup | Security Controls | Expire All Passwords

22. Resetting Passwords

23. Viewing Login History
Setup | Manage Users | Login History

24. Using Setup Audit Trail
Setup | Security Controls | View Setup Audit Trail

25. Password Policies
Setup | Administration Setup | Security Controls | Password Policies

26. Session Settings
Setup | Security Controls | Session Settings

27. Logging in as another User
Setup | My Personal Information | Grant Login Access
Setup | Manage Users | Users

28. Additional Information
Look for additional SFDC Topic Reviews, Articles and Video Series on my social media
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LinkedIn http://de.linkedin.com/in/simeontzanev
Blog http://tzanevs.wordpress.com/
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@ Email mail@simeontzanev.info