Understand User Management
Learning Objectives
After completing this unit, you’ll be able to:
- Describe why user management habits are important.
- Create user management habits to help you become a successful Salesforce admin.
- Build a calendar of your user management habits that can help you become a successful Salesforce admin.
Learn User Management Habits
The quiz at the end of this unit asks questions related to the content of this video. Be sure to watch the video so you get the information you need to answer the scenario-based questions.
Key timestamps:
- 0:50 - Introduction to User Management
- 1:44 - Habit: Observe Your Users
- 4:47 - Habit: Review and Report on Adoption
- 7:23 - Habit: Communicate with Stakeholders
- 8:52 - Habit: Create and Maintain a User Guide
- 10:42 - Build Your User Management Habits Calendar
Resources
- Salesforce Help: User Management Administration
- Explore further if you… need help with the user management features available in Salesforce setup.
- Explore further if you… need help with the user management features available in Salesforce setup.
- Salesforce Help: User Management Best Practices
- Explore further if you… need a refresher on user access and visibility.
- Explore further if you… need a refresher on user access and visibility.
- Trailhead: Craft Your Rollout Strategy
- Explore further if you… want to improve your user observation, find more use cases during interviews, and prioritize the use cases you have identified.
- Explore further if you… want to improve your user observation, find more use cases during interviews, and prioritize the use cases you have identified.
- Trailhead: Sharpen Your Communication Skills
- Explore further if you… want to improve the quality of your user interactions.
- Explore further if you… want to improve the quality of your user interactions.
- AppExchange: Salesforce Adoption Dashboards
- Explore further if you… want to save time with prebuilt adoption analytics or reference them as a starting point for your own custom analytics.
- Explore further if you… want to save time with prebuilt adoption analytics or reference them as a starting point for your own custom analytics.
Scenario
Hugh is the Salesforce admin at DreamHouse Realty. Yesterday he met with Sue, a Salesforce user who was recently transferred from inbound sales to a marketing position. She is excited. During the meeting, Sue expressed her frustration that the Account and Contact screens she sees in Salesforce don’t match the ones her colleagues in marketing have, which is making it very difficult to do her job. Hugh treated Sue to a coffee and promised to look into it.
At his desk, Hugh runs Salesforce Optimizer while catching up on email, when he notices that he missed an email from a user from 2 weeks ago about them leaving the company. Within the Optimizer report Hugh notices that that user is still an active user and that the marketing director hasn’t logged in for 3 months. Hugh saves his Optimizer report and gets ready to head upstairs to his meeting with Kathy, the SVP of Marketing.