From the course: Salesforce Administrator Cert Prep: 1 Introduction to Administrator Certification and Setup
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User setup - Salesforce Tutorial
From the course: Salesforce Administrator Cert Prep: 1 Introduction to Administrator Certification and Setup
User setup
- [Mike] In this section, we'll be covering how to identify the steps to set up and maintain a user as well as if given a scenario being able to troubleshoot common user access and visibility issues. These are the two primary things you need to know according to the exam outline in the study guide. So without further ado, the way to get into the user setup is by way of this setup menu. To the right of your name in your developer account you should see a setup link. Click on it, and that brings you back to the setup view which you are hopefully familiar with by this time. And once again, in order to quickly find what you're looking for, you can search for a keyword, but if you'll notice, the first link under the administer section here at the top of the setup menu is manage users. I'm gonna click this arrow here to expand the manage users section. To manage existing users, or to add new users, or to deactivate existing users in your Salesforce instance, you click on the users link…
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