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Success with Sales Cloud

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Plan

Create Your Users

In this video, you will learn how to:

Set up and assign your licenses to users.
Create a role hierarchy to control access to data.

Overview

Watch this video to get the basics around creating your role hierarchy, so you control the baseline access and visibility of your records in Salesforce. We’ll also demonstrate how to add a new user in Salesforce and how to reset a user’s password.

When implementing Salesforce, one of your first steps is to set up your users. We suggest that you do this at the beginning so you assign your data appropriately when importing into Salesforce.

You’ll want to begin by setting up a role hierarchy, which represents a level of data access that a user or group of users need. You’ll want to do this first because it adds a level of security to your data.

Role hierarchies ensures that users who are higher in the structure always have access to the data that people lower in the structure have access to. Role hierarchies generally mirror the structure of your org chart, though they don’t have to match exactly.

After you’ve created the roles, you can then assign them to users as you create them and give them access to the data they need so they can start using Salesforce.

When creating your users, we suggest giving them a read-only profile at the beginning of your implementation. We suggest this to provide the benefit of letting users log in to train and become familiar with Salesforce.

After you’ve created the hierarchies, you’re ready to add users. You can do this easily by following the demonstration that we provide in this video.

Once the users are active in Salesforce, you’ll have options to help reset passwords, and when necessary, to deactivate users who are no longer in your organization.

The video will also lead you to great, supporting resources, such as our Who Sees What video series, Trailhead, and more.



Additional Resources

Resources from the Create Your Users video.

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Self-led learning path for setting up users.

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