- 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
Overview of Salesforce.com User Records
Video
Must
10m
CertifiedOnDemand.com
Objectives for this Resource:
An active user record is required to login to Salesforce. Active users count against licensing limits, while inactive users do not. Records can only be assigned to an active user or a queue.
Freezing a user account will temporarily prevent a user from logging in (e.g. during a maintenance window, or if configuration prevents user deactivation). Frozen users are still active, but they cannot log in.
Marking the user as inactive completely revokes access, and recovers the license(s) that user was assigned. That user will not be able to log in, and can no longer be assigned records.
User records cannot be deleted, they can only be deactivated.
Freeze & deactivation discussed
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Every user must be assigned one (and only one) user license. This is their primary license.
Users can also optionally be assigned one or more feature licenses.
License usage can be monitored under Company Information.
Licensing discussed
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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 ).
Licensing discussed
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Below this Resource there is a second link labeled “Freeze & deactivation discussed @7m51s”. When I clicked this link, the video opened at the beginning instead of at the 7m51s mark