Managing Users in Salesforce

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Otto Warner

47:39

15 View

01 - Course Overview

01 - Course Overview.mp4

01:18

02 - Understanding User Management

02 - Available User Settings.mp4

03:49

03 - Navigating to the User Settings Menu.mp4

01:30

03 - Creating Users in Salesforce

04 - Understanding User Access Permissions.mp4

02:33

05 - Working with Permission Sets.mp4

06:16

06 - Working with Profiles.mp4

06:16

07 - Working with Roles.mp4

07:09

08 - Creating a User.mp4

07:35

04 - Maintaining Users in Salesforce

09 - General User Maintenance Demo.mp4

08:57

10 - Unlocking a User Account.mp4

02:16

Description

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.

What You'll Learn?

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.

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Salesforce Development

Salesforce

Otto Warner

Instructor's Courses

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 email marketing, founding and running a web.development company, and consulting on enterprise implementations of Marketing Automation Platforms. His broad experience has allowed him to bring insight and context into the real world use of marketing technology

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.