BCA / B.Tech 5 min read

How to Create a User

How to Create a New User in Salesforce:

  1. Log in to Salesforce.
  2. Go to "Setup".
  3. In the Quick Find Box, search for "Users" and click on it.
  4. On the Users page, click the "New User" button.
  5. Enter the user's information:
    • First Name, Last Name, Email, Username.
    • Role, User License, Profile.
    • Time Zone, Locale, Language.
  6. Check "Generate New Password and Notify User" if you want Salesforce to send a password setup email.
  7. Save the user.
Important Notes:
The username must be unique across all Salesforce organizations. Ensure you select the correct profile and role for the user as this will affect their access and permissions.

In this Chapter

How to Create a User
What is Salesforce? - Components of Salesforce
What is Cloud Computing?
What is IaaS, PaaS, SaaS, and FaaS?
Cloud Computing and Salesforce
Difference between ERP and CRM
Web Services in Cloud Computing
What is AppExchange?
Salesforce and Mobile Support
Introduction to Force.com
Salesforce Setup Page
Create an Application in Salesforce
Create an Object in Salesforce
Lookup Relationship in Salesforce
Create Tabs in Salesforce
ERP In Salesforce
CRM In Salesforce
What is a Field in Salesforce?
Link Creation & Custom Buttons
Manage Security
Governor Limits
How to Create a Profile
OWD in Salesforce
What are Sharing Rules & Roles?
Record-Based Sharing
Password Policies
User Session
Trusted IP Range
Public Group
Sales Cloud
Contract & Service Object
Component of Service
Create Approval Process
Create Email Template
Create Custom Profile
Create New User
Approval Process Test
Workflow
Workflow Rules & Workflow Actions
Email Task & Updates
Queue & Time-Dependent Workflow Action
Immediate Action
Workflow Immediate Action & Time-Dependent Workflow Action
Process Builder
Create Process Builder
Difference between Process Builder & Workflow
Create Records & Tools
What are Reports & Their Types
How to Create a Report
Creating & Editing Dashboards
Adding Dashboard Snapshots to Home Page
Creating Additional Reports
Creating Custom Report Types
Designing the Home Page
Salesforce All Important Questions and Answers in English (MDSU)
BCA || Salesforce 2025 Paper || MDSU Exam Paper
BCA | Salesforce 2023 Paper | MDSU Exam Paper
BCA || Salesforce Supplementary 2023 Paper | MDSU Exam Paper