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Manage User Access

Introduction

In this project, you’ll get hands-on practice setting up some of the basic but oh-so-useful functions a business needs when implementing Salesforce—from adding users and creating Chatter groups to modifying your data model to fit your business needs and automating processes for max efficiency.

You’ll find step-by-step instructions on how to get some important functions going for team members in your Customer Support department. By going through these exercises, you’ll learn what's possible with the Salesforce platform and some of its specific applications. So let’s dive in.

Create New Users

It just takes is a few clicks, and you’re ready to enter a new user’s information into your Salesforce org. Some fields are mandatory (such as name and email), and others can be skipped if they’re not applicable to a particular user.

Note

Note

The email address you fill in for a new user auto-populates to become that user’s username. Each username must be unique within Salesforce, but that’s not the case with email addresses. For this project, you’ll fill in your own email address for new users. When their usernames auto-populate with your email address, replace the usernames with a unique username using this formula:user’s first initial + user’s last name @ your initials + your favorite color + .com. For example: ahartzler@DKorange.com

Kenya Collins, the manager over your Customer Support department, asked you to add her new team members to your org. Let’s start by creating a user record for Fumiko Suzuki, a member of the Customer Support team headquartered in Japan. Use these details:

  1. In the header, click Gear icon and select Setup.
  2. From Setup, enter Users in the Quick Find Box, then select Users. Arrow pointing to the Quick Find textbox in Setup
  3. Click New User. Complete the new user record with these details:
    Field
    Value
    First Name
    Fumiko
    Last Name
    Suzuki
    Alias
    fsuzu
    Email
    (enter an email address)
    Username
    (auto-populates with your email address-replace using the formula in the note above)
    Nickname
    fsuzuki
    Title
    Customer Support Rep
    Department
    Customer Support
    Role
    Customer Support, International
    User License
    Salesforce Platform
  4. Next, fill in her Locale settings, including time zone and language.
    Field
    Value
    Time Zone
    (GMT +09:00) Japan Standard Time (Asia/Tokyo)
    Locale
    Japanese (Japan)
    Language
    Japanese
  5. Click Save & New.
  6. Follow the same steps to add American-based customer support rep Aaron Hartzler, sticking with the default locale settings and using these details:
    Field
    Value
    First Name
    Aaron
    Last Name
    Hartzler
    Alias
    ahart (auto-populates)
    Email
    (fill in your own email address)
    Username
    (auto-populates with your email address-replace using the formula in the note above)
    Nickname
    ahartzler
    Title
    Customer Support Rep
    Department
    Customer Support
    Role
    Customer Support, North America
    User License
    Salesforce
    Profile
    Standard User
  7. Click Save.

Now that you’ve set up a few users, move on to the next step where you’ll help them get chatty.

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