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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

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.

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