User Management
T/F: You can only add one user at a time
False, you can add a user individually or in groups
T/F: A user is only assigned one profile and role?
True
T/F: End user languages do not translate the help and set-up menu
True
T/F: Every profile must be associated with a license
True
T/F: Records can be owned by either users or queues
True, they can be owned by both
What are the general license types in SF?
User license Feature license Permission set license
What are the implications for freezing a user?
When freezing a user, it does not inactivate the account or free up a user license, it just blocks access to the account
What is an alias?
is a short name to identify the user on list pages, reports, or other places where their entire name doesn't fit
What are the implications of deactivating a user?
-files owned by deac user are not deleted -deac users lose access to any records that were manually shared with them, or through an account team -inactive users can sometimes show up in SF -if inactive user is on an account team with read/write access, once reac, they will default to read only access
T/F: User is no longer active anymore once his or her account has been frozen
False, their account remains active; they're just locked out for a brief period of time
T/F: Best practice is to always use standard profiles because SF attempts to give restricted access
False, always use CUSTOM profiles
How many users can you add at a time?
10
T/F: User records can be deleted?
False, they can be DEACTIVATED, but not DELETED
T/F: Each user in Salesforce can have multiple profiles
False, each user can only have one profile
T/F: The primary way to give different users different permissions is to assign them different roles in SF
False, primary way is to assign users different profiles
T/F: Permission sets and permission set licenses are the same thing
False
T/F: Platform languages provide partial translation for standard objects and the help settings
False
T/F: User names do not have to be formatted like emails?
False
T/F: Custom metadata and objects do not need to be translated because it's automatically enabled in SF
False, CUSTOM anything needs to be translated even for dominant languages available in SF
What are the language types in SF?
Fully supported End user language Platform language
T/F: User can login if their account is frozen
No
What's the significance of record ownership?
Record ownership determines responsibilities, reporting, record security, etc.
What are some standard user profiles?
Standard user- view, edit, delete std objects Solution manager- std user + manager solutions Marketing User- std user + manage campaigns Contract Manager- std user + manage contracts Read Only System Admin
What are user licenses?
a license that determines which FEATURES or SF functionality the user can access in Salesforce
What is the difference b/w a permission set and permission set license?
a permission set contains settings that grant users permissions without CHANGING profiles a permission set license EXTENDS the functionality beyond what their license supports
What is a Salesforce user?
anyone who logs into Salesforce
What are the available feature licenses?
chatter answers lightning platform flow user knowledge user marketing user live agent user offline user SF CRM content user service cloud User work.com user
Examples of admin user permissions
customize application, manage dashboards, manage public reports
What are profiles?
determine what users can DO in Salesforce especially when it comes to objects, fields, tabs, and records
What is a use case for freezing someone's account
freezing an account where a user is selected in a custom role hierarchy
What are the 3 different permission sets with a profile
general user admin object
Examples of object permissions
read, create, edit on account
What are roles?
roles determine what users can SEE in Salesforce based on where they are located in the role hierarchy
Examples of general user permissions
run reports, export reports, convert leads
The number of users you can add is determined by what?
the SF edition and the # of user licenses purchased
