- 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 the concept of record ownership.
Records in Salesforce will have a record owner (or will inherit the properties of ownership from a parent record, discussed later in this course). Records can be owned by either users or queues.
By default, the user that creates the record is the owner. Record owner is typically used to determine responsibilities (e.g. I manage the leads that I own), reporting (I am credited for the opportunities that I own), record security (discussed in the Security and Access module), and for a variety of other purposes.