Book Image

Salesforce.com Customization Handbook

Book Image

Salesforce.com Customization Handbook

Overview of this book

Table of Contents (19 chapters)
Salesforce.com Customization Handbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Setting up the users


To get more out of Salesforce, we have to allow our business users to access Salesforce. For this, a system administrator has to set up his or her user account. Before setting up a user account, the system administrator needs to gather basic information about users and their preferences to fill out a few mandatory fields. These fields are as follows:

  • Last Name: This is the user's last name.

  • Alias Name: Salesforce automatically creates an alias name for you. It is the combination of the first character of your first name and the last four characters of your last name.

  • Email: This is the e-mail address of the user (it is used by Salesforce to send notifications).

  • Username: This is in the format of an e-mail address.

  • Nickname: This is used by Salesforce in the online community.

  • User License: This is based upon the business requirement. Also, you can select the user license.

  • Profile: This is dependent on the user license. When you select the user license, it will also give...