A user in Salesforce is an entity who does all kind of actions in the Salesforce.com CRM. Every single person who needs to log in to your Salesforce organization—whether they are a salesperson closing deals, a service agent answering tickets, or the CEO looking at dashboards—must have a User record. In this guide, we will break down what makes up a Salesforce User and walk through the steps to create one. What is a "User" Record? In Salesforce, everything is a record. A customer is a "Contact" record; a potential sale is an "Opportunity" record. Similarly, an employee who needs access to the system is a "User" record. This record doesn't just hold their name and email password. It is the control center that defines exactly who they are, what they can see, and what they are allowed to do in the system. The Three Key Ingredients of a User When you create a user, you aren't just giving them a username. You have to define three crucial el...
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