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User Setup

The Complete Salesforce Classic Administrator Certification Course • 15m

This lecture shows you how to set up new users, assign them a license, as well as a profile and role. Helpful tips are included to get users up and running quickly, as well as the impact to their interface based on local and language settings.

Resource:
Salesforce License Types - https://help.salesforce.com/articleView?id=users_license_types_available.htm&type=5

Up Next in The Complete Salesforce Classic Administrator Certification Course

  • Security and Access Introduction
    00:15
    Security and Access Introduction

    Security and Access Introduction

    It's now time for the Security and Access Knowledge Area. I introduce you to the concepts we will next be covering in this introductory lesson.

  • Profiles
    19:51
    Profiles

    Profiles

    System and App Permissions related to Profiles are covered in-depth. We look at all profile settings that are relevant to the Administrator Certification Exam.

  • Roles
    09:51
    Roles

    Roles

    This lecture covers Roles and the Role Hierarchy, which governs what individual records a user may see. The roll-up nature of records in the role hierarchy is covered and example scenarios are addressed.

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