How to Create User in Salesforce
In Salesforce, users are employees within an organization who need access to the organization’s records. These can include sales executives, managers, IT workers, and other personnel. Each user has an account that defines their access to various features and records in Salesforce.
A user account in Salesforce must have a username and password to access records. Additionally, the account includes the following fields:
- First Name and Last Name
- Email Address
- Username
- License (defines the functionality the user can access)
- Profile (determines what the user can see and do within Salesforce)
- Role (defines the user’s position in the organization’s hierarchy and affects data visibility)
How to Create a User in Salesforce
The user must log in through the System Administrator account to create the new user.
Here, We are going to create a new user named Hii Test
Step 1: Go to Setup
First, go to setup -> Quick Search Users
Step 2: New User
Click on New User button
Step 3: Fill Details
Fill user’s details
Alias – By default, It is the first character of the First Name and the First Four Letters of the Last Name
Username – It must be Unique all over the Salesforce org, and should be in email format
Role – You can specify the role to the user according to the requirement
License – Select a license for the user according to the requirement
Profile – Select a profile for the user
Click on Save
This user will get an email to set a password.
Step 4: Reset Password (If needed)
Reset the password of the newly created user Admin can reset the password by clicking on the Reset Password button & an email will be sent to the user email ID that is provided while creating a user using this email user can set the password now.
Step 5: User is Created
A New User is created.
Once the user is created, it can’t be deleted. It can be marked as inactive only.
