Hello! I'm exploring the idea of creating a fully populated "ideal Salesperson" user. From Leads, to Quotes, to Sales calls, I'd like to populate this "ideal Salesperson" to show how the team can leverage all aspects of our salesforce org and find value in following processes. What is the best way to deploy this type of user? Ideally I wouldn't have to use a live license for this user. Any ideas or recommendations are appreciated!
How would this proposed "Dummy Salesperson" User actually be used within your org?
One difficulty with not assigning an "Active" License to the User is that's it is extremely difficut to assign records to an "Inactive" User, if this User is to be used for Testing/Training purposes.
Say for example you wanted to do a Sales User Training Session and take off your Sys Admin Hat, and do a live demo of "Dummy Sales User" creating a new Lead, logging Activity on the Lead, adding them to a Campaign, updating their Campaign Member Status, Nurturing, Quailifying and Converting the Lead into an Account, Contact, Opportunity, Closing the Opportunity, etc...
All of that will be impossible if the Dummy User is inactive.
