From the course: Salesforce Associate Cert Prep
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Adding users - Salesforce Tutorial
From the course: Salesforce Associate Cert Prep
Adding users
- [Instructor] So now that we've gone over some of the basic settings within Salesforce, let's go over how you'd go ahead and create a new user within Salesforce. I'm going to again, go into setup, and then in the quick find, we are going to search for users. All right, from users, we can go ahead and hit new user. All right, and here we can enter in all the information that we need to have. Anything with a red bar next to it is going to be required. So I'm going to start getting all of these pieces of information set. Let's see an email. We can enter a newsfusercourse and then the username does actually need to be unique across all different orgs. So I'm going to have this be janedoe and we can go ahead and enter in a title, a company, the department, division. This is information that will be available to other users within Salesforce to understand when they see Jane Doe has modified records or is associated with records. We can see what her job is and it's really useful in the…
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Contents
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Introduction to navigation36s
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App launcher1m 35s
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App exchange3m 29s
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Sandboxes3m
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Salesforce setup5m 2s
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Personal settings1m 49s
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Company settings3m 53s
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Adding users3m 43s
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Salesforce global search2m 4s
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List views8m 2s
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Lightning page customization3m 42s
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Salesforce service setup2m 28s
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Lightning knowledge setup2m 26s
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Create a knowledge article4m 23s
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Practice question walkthrough: Navigation2m 9s
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