- Explain the importance of Salesforce user records.
- Explain the difference between deactivating and freezing a user record.
- Explain how a user can become locked and unlocked.
- Explain the concept of record ownership.
- Describe the capabilities of queues.
- Describe which objects support queues.
- Explain the difference between user and feature licenses.
- Explain how licensing influences what actions a user can perform.
- Explain the implications of user localization settings.
- Describe the translation capabilities of Salesforce.
- Describe the different methods that can be used to authenticate to Salesforce.
- Describe identity verification, and under what conditions it occurs.
- Describe how to monitor and remove activations.
- Describe the security token, and under what conditions it is required.
- Describe the steps required to login as another user.
- Describe a session, and what settings influence sessions.
- Describe how to monitor and remove sessions.
- User Setup – Module Checkpoint
Explain how licensing influences what actions a user can perform.
The combination of a user’s license(s) and permissions determine what data they can access and what actions they can perform within Salesforce.
For example, to create a campaign within Salesforce, the user must have the Salesforce user license (or similar), the Marketing User feature license, and the permission to create campaign records (discussed in Security and Access ).