Salesforce's User Management

User Management:

1. Log in to Salesforce:

   • Open your web browser and navigate to the Salesforce login page.
   • Enter your Salesforce username and password.
   • Click "Log In" to access your Salesforce account.

2. Access Setup:

   • After logging in, you'll be on the Salesforce homepage. Click on your profile picture or the user icon in the upper-right corner.

3. Navigate to User Setup:

   • In the dropdown menu, select "Setup." This will take you to the Salesforce Setup page.

4. User Profiles:

   • In the Salesforce Setup page, locate the "Users" section. Under "Users," you'll find "Profiles." Click on "Profiles" to manage user profiles.

5. Permission Sets:

   • In the "Users" section, you can also find "Permission Sets." Click on "Permission Sets" to manage and assign permission sets.

6. Manage Users:

   • To create, edit, or deactivate user accounts, navigate to "Users" under the "Users" section.

7. Create a New User:

   • To create a new user, click "New User" or "New" (depending on the Salesforce version).
   • Fill in the user's details, including their name, email, and username. You can also assign a profile and permission sets to the user.

8. Edit User Details:

   • To edit an existing user, click on the user's name in the user list.
   • You can modify their details, such as their profile, role, and permissions.

9. Assign Permission Sets:

   • To assign permission sets to a user, open the user's profile.
   • In the "Permission Set Assignments" section, click "Add Assignments" and select the relevant permission sets.

10. Save Changes:

    • After creating or editing user profiles, remember to save your changes by clicking the "Save" or "Save and New" button.

11. Deactivate or Delete Users:

    • If you need to deactivate or delete a user, go to their user details page.
    • Use the "Deactivate" or "Delete" option as appropriate.

12. Manage User Passwords:

    • If necessary, you can reset user passwords or require password changes by navigating to the user's detail page. These steps should help you effectively manage user profiles and permissions in Salesforce, ensuring that your team has the appropriate access to CRM data and functionalities.