Manage Users. salesforce Salesforce Organization
Salesforce Organization is a cloud-based software that helps businesses manage their customer relationships. With Salesforce Organization, you can track leads, opportunities, and customers, as well as manage your sales pipeline and marketing campaigns. You can also use Salesforce Organization to provide customer support, automate tasks, and improve your overall business efficiency.
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Set Up Your Organization How do I discontinue my service?
To change your default division:
1. Click Your Name > Setup > My Personal Information > Personal Information.
To change the default division of another user, click
Your Name
> Setup > Manage User > Users, and select the name of the user.
2. Click Change next to the
Default Division
field.
3. Select a new default division.
4. Select an option to determine if the records you currently own should be transferred to the new division as well.
5. Click Save.
How do I discontinue my service?
If the service does not meet your needs, you can discontinue it. Users who are up-to-date with their payments may request a complete download of the data that exists in the system. Contact salesforce.com Support to submit your request directly.
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User Management Overview
The available user management options vary according to which Salesforce Edition you have.
In Salesforce, every user is identified by a username, password, and a single profile. The profile determines what tasks users can perform, what data they see, and what they can do with the data.
Depending on your organization's Salesforce edition and the additional features your organization has purchased, you may have user licenses—such as Marketing, Connect Offline, and Sales Anywhere—which give users the ability to access other features that are only available with a specific user license. A user can be assigned to one or more of these licenses. You can also set up accounts for users outside your organization who need to access a limited set of fields and objects. These user licenses can grant access to Customer Portal, partner portal, or Self-Service. Finally, using Salesforce to Salesforce, you can create connections to share records with other Salesforce users outside of your organization.
Note: Starting with Spring ’12, the Self-Service portal isn’t available for new organizations. Existing organizations continue to have access to the Self-Service portal.
As an administrator, you can perform user management tasks such as creating and editing users, resetting passwords, and creating Google Apps accounts. You can also grant permissions, create and manage other types of users, create custom fields, set custom links, run reports on users, and delegate user administration tasks to other users.
See Also:
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Manage Users Viewing and Managing Users
Viewing and Managing Users
Available in: Contact Manager, Group, Professional, Enterprise, Unlimited, Developer, and Database.com Editions
Customer Portal and partner portals are not available in Database.com
To view user lists :
User Permissions Needed
“View Setup and Configuration”
To view and manage the users in your organization, click Your Name > Setup > Manage Users > Users. The user list shows all the users in your organization, partner portal, and Salesforce Customer Portal. From the user list, you can:
•
.
•
.
•
Reset passwords for selected users .
•
• View a user's detail page by clicking the name, alias, or username.
• View or edit a profile by clicking the profile name.
• If Google Apps ™ is enabled in your organization, export users to Google and create Google Apps accounts by clicking
Export to Google Apps
Tips for Managing Users
• You can create custom fields for users and set custom links to display on the user detail page. To access these options, click
Your Name
> Setup > Customize > Users.
• You can use the sidebar search to search for any user in your organization, regardless of the user's status. However, when using a lookup dialog from fields within records, the search results return only active users. You can also run user reports in the Reports tab.
• To simplify user management in organizations with large numbers of users, delegate aspects of user administration to non-administrator users.
Note: You cannot delegate administrative duties related to your organization to partner portal or Customer Portal users. However, you can delegate some portal administrative duties to portal users.
See Also:
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Manage Users Viewing and Managing Users
Adding a Single User
Available in: Contact Manager, Group, Professional, Enterprise, Unlimited, Developer, and Database.com Editions
To create new users:
User Permissions Needed
“Manage Users”
The maximum number of users you can create is determined by your Edition.
To create a new user for your organization:
1. Click
Your Name
> Setup > Manage Users > Users.
2. Click New User.
3. Enter the user’s first name, last name, and email address. The email address becomes the username.
Note: If the user’s name includes non-English characters, the user must add the specified language to the mail format settings within Outlook if viewing email in Outlook.
4. In Professional, Enterprise, Unlimited, and Developer Editions, select a
Role
. Depending on your organization’s sharing settings, roles can specify the level of visibility that users have into your organization’s data.
5. Select a User License . The profiles available to you depend on the user license you choose.
Note:
• Some options become unavailable depending on the license type you choose. For example, the
Marketing
User and Allow Forecasting options are not available for Force.com user licenses because the Forecasts and Campaigns tabs are not available to users with a Force.com license. Force.com user licenses are not available for Professional, Group, or Contact Manager Editions.
• You can change a Salesforce license to a Force.com license, but you can’t change a Force.com license to a
Salesforce license.
6. Select a profile, which specifies the user’s minimum permissions and access settings.
7. Select the other options and enter the remaining user information as needed.
8. If your organization has Approvals enabled, you can set the user’s approver settings, such as delegated approver, manager, and preference for receiving approval request emails.
9. In Unlimited, Enterprise and Developer Edition organizations, you can select Send Apex Warning Emails to send email to the user when an application that invokes Apex uses more than half of the resources specified by the governor limits. This feature can be used during Apex code development to test the amount of resources being used at runtime.
10. Check Generate new password and notify user immediately to have the user’s login name and a temporary password emailed to the new user. Temporary passwords for new users expire in six months, and users must change their
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Manage Users Viewing and Managing Users password the first time they log in. The login link in the email can only be used once. A user who follows the link without setting a password must have an administrator reset their password before they can log in.
See Also:
Adding Multiple Users
Available in: Professional, Enterprise, Unlimited, Developer, and Database.com Editions
To create new users:
User Permissions Needed
“Manage Users”
The maximum number of users you can create is determined by your Edition.
The Add Multiple Users page provides a way to quickly add users to your organization. Depending on the number of available licenses, you can create up to 10 users. With this page, you specify the minimum information needed. Once you’ve created the users, edit individual users to specify more details for each one.
To add multiple users:
1. Click
Your Name
> Setup > Manage Users > Users.
2. Click Add Multiple Users.
3. If multiple user license types are available in your organization, select the user license you want to associate with the users you’ll create. The user license determines the available profiles. If only one type of license is available, it’s automatically selected.
4. Specify the information for each user.
Field
First Name
Last Name
Email (User Name)
Profile
Role
Description
The user’s first name.
The user’s last name.
The user’s email address. The email address entered here becomes the username.
Specifies the user's minimum permissions and access settings.
If roles are set up for your organization, specifies the level of visibility that the user has into your organization’s data.
5. Select
Generate passwords and notify user via email
to email a login name and temporary password to each new user.
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Manage Users Viewing and Managing Users
Temporary passwords for new users expire in six months, and users must change their password the first time they log in.
The login link in the email can only be used once. A user who follows the link without setting a password must have an administrator reset their password before they can log in.
6. Click Save.
See Also:
Editing Users
Available in: Contact Manager, Group, Professional, Enterprise, Unlimited, Developer, and Database.com Editions
To edit users:
User Permissions Needed
“Manage Users”
To view or edit user information:
1. Click
Your Name
> Setup > Manage Users > Users.
You can also edit your organization's users from the Users in Role related list in the role detail page.
2. Click Edit next to a user’s name.
3. Change the settings as needed. Additionally, be aware of the following behaviors and options when editing a user.
• If you change a user’s email address and
Generate new password and notify user immediately
is deselected, a confirmation message will be sent to the new email address that you entered. The user must click the link provided in that message for the new email address to take effect. This process ensures system security. When generating a new password for a user, the new password is automatically sent to the user’s email address and email verification is not enforced.
• If you change a user's username, a confirmation email with a login link is sent to the email address associated with that user account. If the user has problems logging into future sessions, they can use the link in the email. Problems might occur because an organization could have multiple login servers. It may take up to 24 hours for the username change to replicate to all of them. The link in the email connects directly to the server where the actual username change was made. This ensures that users can always log in, even if server replication is slow.
• Click Unlock to unlock a user that is locked out of Salesforce. This button is only available when a user is locked out.
• If your organization has managed packages installed, click Assign Licenses to assign a package license to the user.
Click Remove to remove a license assigned to the user.
• Click Grant Checkout Access to grant the user access to Checkout.
4. Click Save.
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Manage Users Viewing and Managing Users
Note:
• Users can change or add to their own personal information after they log in.
• Administrators can restrict the domain names of users’ email addresses to a list of explicitly allowed domains. Any attempts to set an email address with another domain will result in an error message. Contact salesforce.com to enable this functionality for your organization.
See Also:
Deactivating (Deleting) Users
You can't delete a user, but you can deactivate an account so a user can no longer log in to Salesforce.
Available in: Contact Manager, Group, Professional, Enterprise, Unlimited, Developer, and Database.com Editions
To deactivate users:
User Permissions Needed
“Manage Users”
Watch a Demo: Removing Users’ Access to Salesforce (3:45 minutes)
1. Click Your Name > Setup > Manage Users > Users.
2. Click Edit next to a user’s name.
3. Deselect the
Active
checkbox and click Save.
Tips on Deactivating Users
Consider the following when deactivating users:
• Deactivated users lose access to any records that were manually shared with them, or records that were shared with them as team members. However, you can still transfer their data to other users and view their names on the Users page.
• Deactivated users are removed from the default opportunity and account teams of other users. The deactivated users' default opportunity and account teams are not removed.
• If a user on an account team has Read/Write access (Account Access, Contact Access, Opportunity Access, and Case
Access) and is deactivated, the access will default to Read Only if the user is reactivated.
• Deactivated users continue to own opportunities and appear in forecasts and territories. When users are deactivated, their opportunity forecast overrides, adjusted total overrides, and manager's choice overrides on subordinates' forecasts are frozen.
However, the manager of a deactivated user can apply manager's choice overrides to that user's forecasts. Rollup amounts are kept current. If a deactivated user is later reactivated, the user can resume normal work as before. If “Allow Forecasting” is disabled for a user who is deactivated, the user is removed from any territories her or she is assigned to.
• A deactivated user doesn't count against your organization’s available user licenses. However, deactivating a user doesn't reduce the number of licenses for which your organization is billed; you must change your organization’s license count to change your billing.
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Manage Users Viewing and Managing Users
• You can't deactivate a user selected as a Customer Portal
Administrator
.
• You can't deactivate a user selected in a custom hierarchy field even if you delete the field. You must delete and permanently erase the field first.
• When a delegated portal user administrator deactivates a portal user, the administrator doesn't have the option to remove the portal user from any teams that user is a member of.
• If opportunity splitting is enabled and a user is deactivated, the user is not removed from any opportunity teams on which the user is assigned a split percentage. To remove the user from the opportunity team, you must first reassign the split percentage.
• If Chatter is enabled and you deactivate a user, the user is removed from Following and Followers lists. If you reactivate the user, the subscription information in the Following and Followers lists is restored.
Subscription information can’t be restored if you deactivate multiple users that are following each other. For example, user
A follows user B and user B follows user A. If you deactivate user A and user B, their subscription information to each other is deleted from Following and Followers lists and can’t be restored if you reactivate the users.
• It's possible for inactive users to be listed as “Created By” users even though they are no longer active in an organization.
This can happen because some system operations create records and toggle preferences, acting as an arbitrary administrator user in your organization to complete the task. This user may be active or inactive.
• You can’t deactivate a user if they’re assigned as the sole recipient of a workflow email alert.
See Also:
User Fields
The available fields vary according to which Salesforce Edition you have.
A user's personal information—or user detail—page has the following fields, listed in alphabetical order. Some of these fields may not be visible or editable depending on your permissions or edition.
Field
Accessibility Mode
Active
Address
Admin newsletter
Description
When selected, enables a user interface mode designed for visually-impaired users.
Administrative checkbox that enables or disables user login to the service.
Street address for user. Up to 255 characters are allowed in this field.
Opt in to receive administrator-targeted promotional emails from salesforce.com. This field is not available if your organization has disabled your choice to receive emails from salesforce.com.
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Manage Users
Field
Alias
Allow Forecasting
Api Token
Call Center
Checkout Enabled
City
Color-Blind Palette on Charts
Community Nickname
Company
Contact
Country
Country
(beta)
Created By
Currency
Custom Links
Data.com User Type
Viewing and Managing Users
Description
Short name to identify user on list pages, reports, and other pages where the entire name does not fit. Up to eight characters are allowed in this field.
Indicates whether the user can use customizable forecasting.
Indicates whether an API token has ever been reset.
Salesforce.com uses this field to help you troubleshoot issues related to API tokens if issues should occur.
The name of the call center to which this user is assigned.
Indicates whether the user is notified by email when his or her Checkout account is activated and available for login.
You must have “Manage Billing” permission to enable.
City portion of user’s address. Up to 40 characters are allowed in this field.
Indicates whether the option to set an alternate color palette for charts has been enabled. The alternate palette has been optimized for use by color-blind users. For dashboard emails, the alternate palette is not used.
A community nickname is the name used to identify this user in a community. Up to 40 alphanumeric characters are allowed.
Standard users can edit this field.
Company name where user works. Up to 40 characters are allowed in this field.
Name of the associated contact if the user is a partner user.
Country portion of user’s address. Up to 80 characters are allowed in this field.
The country for the address. Entry is selected from a picklist of standard values.
User who created the user including creation date and time.
(Read only)
User’s default currency for quotas, forecasts, and reports.
Shown only in organizations using multiple currencies. This must be one of the active currencies for the organization.
Listing of custom links for users as set up by your administrator.
Enables a user to find contact and lead records from Data.com
and add them to Salesforce. Also indicates the type of
Data.com user. Data.com Users get a limited number of records to add or export per month, and their unused additions expire at the end of each month. For each Data.com User,
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Manage Users
Field
Default Currency ISO Code
Default Division
Delegated Approver
Department
Development Mode
Disable Auto Subscription For Feeds
Division
Email Encoding
Viewing and Managing Users
Description you can see the monthly limit and number of records added to Salesforce or exported during the month. Data.com List users share account, contact, and lead record additions from a pool. You can see the organization’s limit, and the number of records each Data.com List User has added to Salesforce or exported.
User's default currency setting for new records. Available only for organizations that use multiple currencies.
Division that is applied, by default, to all new accounts and leads created by the user, unless he or she explicitly sets a different division. When users create records related to an account or other record that already has a division, the new record is assigned to the existing record’s division; the default division is not used.
This setting does not restrict the user from viewing or creating records in other divisions. Users can change their division at any time.
Available only in organizations that use divisions to segment their data.
User lookup field used to select a delegate approver for approval requests. Depending on the approval process settings, this user can also approve approval requests for the user.
Group that user works for, for example, Customer Support.
Up to 80 characters are allowed in this field.
Enables development mode for creating and editing
Visualforce pages.
This field is only visible to organizations that have Visualforce enabled..
Disables automatic feed subscriptions to records owned by a user. Only available in organizations with Chatter enabled.
Company division to which user belongs for example, PC
Sales Group. Up to 40 characters are allowed in this field.
Email address of user. Must be a valid email address in the form: [email protected]. Up to 80 characters are allowed in this field.
Character set and encoding for outbound email sent by user from within Salesforce.
ISO-8859-1
represents all Latin characters and should be used by English-speaking users.
UTF-8
(Unicode) represents all characters for all of the world’s languages, but is not supported by some older email software.
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Manage Users
Field
Employee Number
End of day
Fax
Federation ID
First Name
Force.com Flow User
Force.com Quick Access Menu
Information Currency
Knowledge User
Language
Last Login
Last Name
Viewing and Managing Users
Description
Shift_JIS
,
EUC-JP
and
ISO-2022-JP
are useful for
Japanese users.
Identifying number for a user.
Time of day that user generally stops working. Used to define the times that display in the user’s calendar.
Fax number for user.
The value used to identify a user for federated authentication single sign-on.
First name of user, as displayed on the user edit page. Up to
40 characters are allowed in this field.
Grants the ability to run flows. Available in Developer (with limitations), Enterprise, and Unlimited Editions.
You must have the “Manage Force.com Flow” permission to enable.
If the user has the “Run Flows” permission, you don’t need to enable this field.
Enables the Force.com quick access menu, which appears in object list view pages and record detail pages, and provides shortcuts to customization features for apps and objects.
The default currency for all currency amount fields in the user record. Available only for organizations that use multiple currencies.
Grants access to Salesforce Knowledge. The user's profile determines whether he or she has access to the Article
Management tab or Articles tab. Available in Professional,
Enterprise, and Unlimited Editions.
The primary language for the user. All text and online help is displayed in this language. In Professional, Enterprise, and
Unlimited Edition organizations, a user’s individual
Language setting overrides the organization’s Default Language .
Not available in Personal Edition, Contact Manager, or Group
Edition ™ . The organization’s Display Language applies to all users.
Date of last login. (Read only)
Last name of user, as displayed on the user edit page. Up to
80 characters are allowed inthis field.
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Manage Users
Field
Locale
Make Setup My Default Landing Page
Manager
Marketing User
Viewing and Managing Users
Description
Country or geographic region in which user is located.
The Locale setting affects the format of date, date/time, and number fields, and the calendar. For example, dates in the
English (United States) locale display as 06/30/2000 and as
30/06/2000 in the English (United Kingdom) locale. Times in the English (United States) locale display using a twelve-hour clock with AM and PM (for example, 2:00 PM), whereas in the English (United Kingdom) locale, they display using a twenty-four-hour clock (for example, 14:00).
The Locale setting also affects the first and last name order on
Name
fields for users, leads, and contacts. For example,
Bob Johnson in the English (United States) locale displays as
Bob Johnson, whereas the Chinese (China) locale displays the name as Johnson Bob.
For Personal Edition users, the locale is set at the organization level via Your Name > Setup > Company Profile > Company
Information. For all other users, their personal locale, available at Your Name > Setup > My Personal Information >
Personal Information, overrides the organization setting.
When this option is enabled, users land in the Setup page when they log in.
Lookup field used to select the user's manager. This field:
• Establishes a hierarchical relationship, preventing you from selecting a user that directly or indirectly reports to itself.
• Allows Chatter to recommend people and records to follow based on your organization's reporting structure.
This field is especially useful for creating hierarchical workflow rules and approval processes without having to create additional hierarchy fields.
Note: Unlike other hierarchy fields, Salesforce allows you to inactivate users who are referenced in the
Manager
field.
When enabled, the user can create, edit, and delete campaigns, configure advanced campaign setup, import leads, and update campaign history via the member import wizards. Available in Professional, Enterprise, and Unlimited Editions.
To use the campaign import wizards, Marketing Users must also have the Marketing User profile (or the “Import Leads” permission and the “Edit” permission on campaigns in
Enterprise and Unlimited Edition organizations).
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Manage Users
Field
Mobile
Mobile User
Viewing and Managing Users
Description
If this option isn’t selected, the user can only view campaigns and advanced campaign setup, edit the Campaign History for a single lead or contact, and run campaign reports.
Cellular or mobile phone number. Up to 40 characters are allowed in this field. This number is used for SMS-based identity confirmation.
Administrators enable this feature by checking
Enable
SMS-based identity confirmation
at Your Name >
Setup > Security Controls > Session Settings.
Once enabled, every user sees a screen after logging in that asks them to register for mobile verification. The user can take one of the following actions:
• Enter a mobile phone number and then have it verified with a text message.
• Skip entering a mobile number now, but get asked again at their next login.
• Completely opt out of mobile verification.
Once a user’s mobile phone number is verified, Salesforce will use it to verify the user when necessary, such as when a user tries to log in from an unknown IP address.
Administrators can also enter users’ mobile numbers and pre-verify them. If Enable SMS-based identity confirmation
is set when an Administrator enters a mobile number for a user, or when a mobile number is set from an
API using the
User
object, the mobile number is automatically considered verified. If Enable SMS-based identity confirmation
is not set, the new mobile phone number is not considered verified. “Verified” means that Salesforce will not ask the user to verify a mobile phone number at login, and that Salesforce will use the number to send the user a verification code when necessary for SMS-based identity confirmation.
Allocates one Salesforce Mobile license to the user, granting the user access to Salesforce Mobile app. The number of user records enabled by this checkbox can’t exceed the total number of mobile licenses your organization has. Available in
Professional, Enterprise, and Unlimited Editions.
The Mobile User checkbox is enabled by default for Unlimited and Developer Edition users. To prevent users from activating the Salesforce Mobile app on their mobile devices before you’re ready to deploy it in your organization, disable the checkbox for all your users.
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Manage Users
Field
Mobile Configuration
Modified By
Monthly Contact and Lead Limit
Name
Newsletter
Offline User
Partner Super User
Phone
Profile
Receive Approval Request Emails
Viewing and Managing Users
Description
If the user has already activated his or her Salesforce Mobile account, deselecting the Mobile User checkbox revokes the user's mobile license. The next time the user's device synchronizes with Salesforce, all the Salesforce data is deleted from the device, and the device is no longer associated with the user.
Note: The Mobile User checkbox doesn't apply to the free version of Salesforce Mobile because users of the free app can access Salesforce from their device without a mobile license.
The mobile configuration assigned to the user. If no mobile configuration is specified, this field defaults to the mobile configuration assigned to the user's profile.
This field is only visible to organizations that use Salesforce to manage mobile configurations.
User who last changed the user fields, including modification date and time. (Read only)
If the user's
Data.com User Type
is Data.com User, the number of Data.com contact and lead records the user can add each month.
The default number of records per license is 300, but you can assign more than that or fewer, up to the organization limit.
Combined first and last name of user, as displayed on the user detail page.
Opt in to receive user-targeted promotional emails from salesforce.com. This field is not available if your organization has disabled your choice to receive emails from salesforce.com.
Administrative checkbox that grants the user access to Connect
Offline. Available in Professional, Enterprise, and Unlimited
Editions.
Denotes whether a partner portal user is a super user.
Phone number of user. Up to 40 characters are allowed in this field.
Administrative field that specifies the user’s base-level permissions to perform different functions within the application. Additional permissions may be granted to the user through permission sets.
Set preferences for receiving approval request emails.
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Manage Users Viewing and Managing Users
Field
Receive Salesforce CRM Content Daily Digest
Receive Salesforce CRM Content Email Alerts
Role
Description
If selected, specifies that a non-portal user with a
Salesforce
CRM Content User license and Salesforce CRM Content subscriptions will receive a once-daily email summary if activity occurs on his or her subscribed content, libraries, tags, or authors. To receive email, the
Receive Salesforce CRM
Content Email Alerts checkbox must also be selected.
Portal users do not need the
Salesforce CRM Content
User license; they only need the View Content in
Portals
user permission.
If selected, specifies that a non-portal user with a
Salesforce
CRM Content User
license and Salesforce CRM Content subscriptions will receive email notifications if activity occurs on his or her subscribed content, libraries, tags, or authors.
To receive real-time email alerts, select this checkbox and do not select the
Receive Salesforce CRM Content
Daily Digest
checkbox. Portal users do not need the
Salesforce CRM Content User
license; they only need the
View Content in Portals
user permission.
Administrative field that specifies position of user within an organization, for example, Western Region Support Manager.
Roles are selected from a picklist of available roles, which can be changed by an administrator.
Not available in Personal Edition, Contact Manager, or Group
Edition.
Salesforce CRM Content User
Self-Registered via Customer Portal
Send Apex Warning Emails
Show View State in Development Mode
Administrative checkbox that indicates whether a user has access to use Salesforce CRM Content. Available in
Professional, Enterprise, and Unlimited Editions.
When enabled, specifies that the user was created via self-registration to a Customer Portal. Available in Enterprise and Unlimited Editions.
If selected, specifies that the user will receive email notification whenever he or she executes Apex that surpasses more than
50% of allocated governor limits.
Available in Developer, Enterprise, and Unlimited Editions only.
Enables the View State tab in the development mode footer forVisualforce pages.
This field is only visible to organizations that have Visualforce enabled, and Development Mode selected.
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Field
Site.com Contributor User
Site.com Publisher User
Start of day
State/Province
State/Province (beta)
Time Zone
Title
Used Space
User License
Username
Viewing and Managing Users
Description
Allocates one Site.com Contributor license to the user, granting the user limited access to Site.com Studio.
Contributors can use Site.com Studio to edit site content only.
The number of user records with this checkbox enabled can't exceed the total number of Site.com Contributor licenses your organization has.
Available in Developer, Enterprise, and Unlimited Editions, only if Site.com is enabled for your organization.
Allocates one Site.com Publisher license to the user, granting the user full access to Site.com Studio. Publishers can build and style websites, control the layout and functionality of pages and page elements, and add and edit content.
The number of user records with this checkbox enabled can't exceed the total number of Site.com Publisher licenses your organization has.
Available in Developer, Enterprise, and Unlimited Editions, only if Site.com is enabled for your organization.
Time of day that user generally starts working. Used to define the times that display in the user’s calendar.
State or province portion of user’s address. Up to 80 characters are allowed in this field.
The state or province for the address. Entry is selected from a picklist of standard values.
Primary time zone in which user works.
Users in Arizona should select the setting with
“America/Phoenix,” and users in parts of Indiana that do not follow Daylight Savings Time should select the setting with
“America/Indianapolis.”
Job title of user. Up to 80 characters are allowed in this field.
Amount of disk storage space the user is using.
Indicates the type of user license.
Administrative field that defines the user’s login. Up to 80 characters are allowed in this field.
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Manage Users
Field
Zip/Postal Code
User License Types
Description
Zip code or postal code portion of user’s address. Up to 20 characters are allowed in this field.
See Also:
User License Types
Available in: Enterprise, Unlimited, Developer, and Database.com Editions
User Permissions Needed
To view user license types: “View Setup and Configuration”
You may have more than one type of user license in your organization. A user license entitles a user to different functionality within Salesforce and determines which profiles and permission sets are available to the user.
To view a list of the active user licenses in your company, click
Your Name
> Setup > Company Profile > Company
Information. This page lists the following for each type of user license:
• Status indicates the status of the license.
• Total Licenses indicates the number of licenses for which your company is billed and that are available to you.
•
Used Licenses
is the number of licenses that you have assigned to users.
•
Remaining Licenses
is the number of unused licenses.
If Checkout is enabled for your organization, you can click Buy More Licenses to go to Checkout to buy additional user licenses.
In addition to license types, the following portal login information is listed for organizations that have Customer Portals or partner portals enabled:
•
Monthly Logins Allotted
shows the maximum number of customer or partner portal logins allowed per month.
• Monthly Logins Used
indicates the number of successful logins for all users associated with a customer or partner portal user license for the month.
Note: You may see other types of licenses listed on this page if your organization has purchased custom user licenses for different types of functionality. Your organization may also have other licenses that are still supported, but are no longer available. Contact salesforce.com for more information.
These lists describe the functionality a user is entitled to for each type of standard user license.
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Manage Users User License Types
Salesforce License Types
Salesforce
Designed for users who require full access to standard CRM and Force.com AppExchange apps. Users with this user license are entitled to access any standard or custom app.
Each license provides additional storage for Enterprise and Unlimited Edition users.
Salesforce
Platform
Note: This license is not available for new customers.
Designed for users who need access to custom apps but not to standard CRM functionality. Users with this user license are entitled to use custom apps developed in your organization or installed from Force.com
AppExchange. In addition, they are entitled to use core platform functionality such as accounts, contacts, reports, dashboards, documents, and custom tabs. However, these users are not entitled to some user permissions and standard apps, including standard tabs and objects such as forecasts and opportunities.
Users with this license can also use Connect Offline.
Note: Users with this license can only view dashboards if the running user also has the same license.
Force.com -
One App
Users with a Salesforce Platform user license can access all the custom apps in your organization.
Each license provides additional storage for Enterprise and Unlimited Edition users.
Note: This license is not available for new customers.
Designed for users who need access to one custom app but not to standard CRM functionality. Force.com
- One App users are entitled to the same rights as Salesforce Platform users, plus they have access to an unlimited number of custom tabs. However, they are limited to the use of one custom app, which is defined as up to 10 custom objects, and they are limited to read-only access to the Accounts and Contacts objects.
Note: Users with this license can only view dashboards if the running user also has the same license.
Each license provides an additional 1 MB of data storage and 1 MB of file storage, regardless of the
Salesforce Edition.
Force.com
App
Subscription
Grants users access to a Force.com Light App or Force.com Enterprise App, neither of which include
CRM functionality.
A Force.com Light App has up to 10 custom objects and 10 custom tabs, has read-only access to accounts and contacts, and supports object-level and field-level security. A Force.com Light App can’t use the Bulk
API or Streaming API.
A Force.com Enterprise App has up to 10 custom objects and 10 custom tabs. In addition to the permissions of a Force.com Light App, a Force.com Enterprise App supports record-level sharing, can use the Bulk
API and Streaming API, and has read/write access to accounts and contacts.
Note: Users with this license can only view dashboards if the running user also has the same license.
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Manage Users User License Types
Each Force.com App Subscription license provides an additional 20 MB of data storage and 612 MB of file storage, regardless of the Salesforce edition.
Knowledge
Only User
Designed for users who only need access to the Salesforce Knowledge app. This license provides access to the following tabs: Articles, Article Management, Chatter, Chatter Files, Home, Profiles, Reports, custom objects, and custom tabs. The Knowledge Only User license includes a Knowledge Only profile that grants access to the Articles tab. To view and use the Article Management tab, a user must have the “Manage
Articles” permission.
Chatter Free
Designed for Unlimited, Enterprise, and Professional Edition users that don't have Salesforce licenses but need access to Chatter. These users can access standard Chatter people, profiles, groups, and files. They can't access any Salesforce objects or data.
Note: You can upgrade a Chatter Free license to a standard Salesforce license at any time, however, you can't convert a standard Salesforce or Chatter Only license to a Chatter Free license.
Chatter
External
Designed to allow customers in Chatter groups. Customers are users outside of a company’s email domain.
Chatter Only Also known as Chatter Plus. Designed for Unlimited, Enterprise, and Professional Edition users that don’t have Salesforce licenses but need access to some Salesforce objects in addition to Chatter. These users can access standard Chatter people, profiles, groups, and files, plus they can:
• View Salesforce accounts and contacts
• Use Salesforce CRM Content, Ideas, and Answers
• Modify up to ten custom objects
Note: You must expose the tabs for the standard Salesforce objects that the Chatter Only user profile can access, as they are hidden by default for these users.
Professional Edition organizations must have Profiles enabled to perform these tasks. Contact your sales representative for more information.
For more information on Chatter Plus users, see Chatter Plus Frequently Asked Questions .
Sites and Site.com License Types
Guest User Designed for public users who access your Site.com or Force.com sites. Site visitors have access to any information made available in an active public site. For each Guest User license, you can develop one site for your organization.
For Site.com, Developer, Enterprise, and Unlimited Editions each come with unlimited Guest User licenses.
For Force.com sites, Enterprise and Unlimited Editions each come with 25 Guest User licenses. Developer
Edition comes with one Guest User license.
Note:
• You can't purchase additional Guest User licenses for Force.com sites.
• The Authenticated Website high-volume portal user license is specifically designed to be used with Force.com sites. Because it's designed for high volumes, it should be a cost-effective option to use with Force.com sites.
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Manage Users User License Types
Site.com
Only
Designed for Unlimited and Enterprise Edition users who need access to Site.com but not to standard
CRM functionality. Site.com Only users are entitled to the same rights as Force.com - One App users, plus they have access to the Content app. However, they don't have access to the Accounts and Contacts objects. Users have access to an unlimited number of custom tabs, but are limited to the use of one custom app, which is defined as up to 20 custom objects.
Each Site.com Only user also needs either a Site.com Contributor or Site.com Publisher feature license to access Site.com.
Service Cloud Portal User Licenses
Service Cloud Portal users have the High Volume Customer Portal license. This license gives contacts unlimited logins to your Service Cloud Portal to access customer support information. Users with this license can access accounts, assets, cases, contacts, custom objects, documents, ideas, and questions, depending on their permission settings.
The Overage High Volume Customer Portal license is the same as the High Volume Customer Portal license, except that users do not have unlimited logins. Contact salesforce.com for information about the number of Customer Portal licenses you can activate.
This table lists the permissions that can be assigned to Service Cloud portal users.
Create Read Update Delete
Accounts
Assets
Cases
Contacts
Custom Objects
Documents
Ideas
Knowledge
Price Books
Products
Questions and Answers
Solutions
Customer Portal User Licenses
Users of a Customer Portal site have the Customer Portal Manager Standard license. It allows contacts to log into your
Customer Portal to manage customer support. You can associate users who have a Customer Portal Manager Standard license with the Customer Portal User profile or a profile cloned and customized from the Customer Portal User profile. This lets them view and edit data they directly own or data owned by or shared with users below them in the Customer Portal role hierarchy. These users can also view and edit cases where they are listed in the
Contact Name
field.
Users with the Customer Portal Manager Standard license can:
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Manage Users User License Types
• View contacts, price books and products.
• View and edit accounts and cases.
• Create and edit assets.
• Create, view, edit and delete custom objects.
• Access custom objects depending on their permissions.
• Receive the “Portal Super User” permission.
• Access Salesforce CRM Content if they have a Salesforce CRM Content feature license or the appropriate permissions.
The Overage Customer Portal Manager Standard license is the same as the Customer Portal Manager Standard license, except that users are limited to one login per month.
Note: This license is not available for new customers.
This table lists the permissions that can be given to Customer Portal users.
Create Read
Accounts
Assets
Cases
Contacts
Custom Objects
Documents
Ideas
Knowledge
Price Books
Products
Solutions
Questions and Answers
Update Delete
Customer Portal — Enterprise Administration User Licenses
Customer Portal — Enterprise Administration users have the Customer Portal Manager Custom license. This license gives contacts unlimited logins to your Salesforce Customer Portal to manage customer support. You can associate users who have a Customer Portal Manager Custom license with the Customer Portal User profile or a profile cloned and customized from the Customer Portal User profile, which lets them view and edit data they directly own and view, create, and edit cases where they're listed in the
Contact Name
field.
Users with this license can:
• Create, read or update accounts, assets and cases.
• View contacts.
• View custom objects and run reports depending on their permissions.
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Manage Users User License Types
• Receive the “Portal Super User” and “Delegated Portal User Administrator” permissions.
• Access Salesforce CRM Content if they have a Salesforce CRM Content feature license or the appropriate permissions.
The Overage Customer Portal Manager Custom license is the same as the Customer Portal Manager Custom license, except that users do not have unlimited logins. Contact salesforce.com for information about the number of Customer Portal licenses you can activate.
This table lists the permissions that can be given to Customer Portal — Enterprise Administration users.
Create Read Update Delete
Accounts
Assets
Cases
Contacts
Custom Objects
Documents
Ideas
Knowledge
Price Books
Products
Solutions
Questions and Answers
Platform Portal User Licenses
Platform portal users have the Authenticated Website license, which is designed to be used with Force.com Sites. It gives named sites users unlimited logins to your Platform Portal to access customer support information.
Users with this license have read and create access on ideas and questions and answers, and read-only access to documents, knowledge, price books, and products.
The Overage Authenticated Website license is the same as the Authenticated Website license, except that users do not have unlimited logins.
This table lists the permissions that can be given to Platform portal users.
Create Read Update Delete
Documents
Ideas
Knowledge
Price Books
Products
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Manage Users User License Types
Create Read Update Delete
Questions and Answers
Partner Portal User Licenses
Partner Portal users have the Gold Partner user license. They can only access Salesforce using the partner portal.
This table lists the permissions that can be given to Partner Portal users.
Create Read Update Delete
Accounts
Approvals
Assets
Campaigns
Cases
Contacts
Custom Objects
Documents
Ideas
Knowledge
Leads
Opportunities
Price Books
Products
Solutions
Questions and Answers
Database.com User Licenses
User License
Database.com Admin
Description Default Number of
Available Licenses
Designed for users who need to administer Database.com, or make changes to Database.com schemas or other metadata using the point-and-click tools in the Database.com Console.
Database.com
Edition: 3
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Manage Users
User License
Database.com User
Database.com Light User
Data.com User Licenses
Data.com User
Data.com List User
User License Types
Description
Designed for users who need API access to data stored in
Database.com.
Default Number of
Available Licenses
Database.com
Edition: 3
Enterprise Edition and Unlimited
Edition: 0
Contact salesforce.com to obtain
Database.com User
Licenses
Designed for users who need only API access to data, need to belong to Chatter groups (but no other groups), and don't need to belong to roles or queues. Access to data is determined by organization-wide sharing defaults.
Database.com
Edition: 0
Enterprise Edition and Unlimited
Edition: 0
Contact salesforce.com to obtain
Database.com Light
User Licenses
Designed to allow users to add or export a limited number of
Data.com records per month. The default number of records per license is 300, but it can be adjusted based on your agreement. Additions expire at the end of each month, as determined by your organization's default time zone.
Designed to allow users to share record additions from a pool.
All Data.com List users work from the organization’s Pool
Record Limit, so if one Data.com List user reaches the limit, other users of that type will not be able to add records.
See Also:
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Manage Users Viewing Feature Licenses
Viewing Feature Licenses
Available in: Enterprise, Unlimited, and Developer Editions
To view feature licenses:
User Permissions Needed
“View Setup and Configuration”
You may have more than one type of feature license available to assign to the users in your organization. A feature license entitles a user to an additional Salesforce feature, such as Marketing or Connect Offline.
To view a list of the feature licenses your organization has purchased, click Your Name > Setup > Company Profile > Company
Information. This page lists the following for each type of feature license:
• Status
indicates the status of the license.
• Total Licenses indicates the number of licenses for which your company is billed and that are available to you.
• Used Licenses is the number of licenses that you have assigned to users.
•
Remaining Licenses
is the number of unused licenses.
Additionally, if Checkout is enabled for your organization, you can click Buy More Licenses to go to Checkout to buy additional feature licenses; see Checkout User Guide for instructions.
The following feature licenses are available:
• Marketing User
• Offline User
• Apex Mobile User
• Salesforce CRM Content User
• Knowledge User
• Service Cloud User
• Chatter Answers User
• Live Agent User
• Force.com Flow User
• Site.com Contributor User
• Site.com Publisher User
editing a user's personal information
. For information on purchasing feature licenses, contact salesforce.com.
See Also:
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Manage Users About Passwords
About Passwords
Password policies available in: All Editions
To set password policies:
To reset user passwords and unlock users:
User Permissions Needed
“Manage Users”
“Reset User Passwords and Unlock Users”
There are several settings you can configure to ensure that your users’ passwords are strong and secure:
• Password policies—set various password and login policies, such as specifying an amount of time before all users’ passwords
expire, the level of complexity required for passwords, and so on. See Setting Password Policies
on page 115.
• User password expiration—expire the passwords for all the users in your organization, except for users with “Password
Never Expires” permission. See
Expiring Passwords on page 119.
•
User password resets—reset the password for specified users. See Resetting Passwords on page 118.
• Login attempts and lockout periods—if a user is locked out of Salesforce due to too many failed login attempts, you can
unlock them. See Editing Users on page 95.
Password Requirements
A password cannot contain your User Name and cannot match your first or last name.
For all editions, a new organization has the following default password requirements:
• A password must contain at least eight characters.
• A password must contain at least one alphabetic character and one number.
• The answer to the question posed if you forget your password cannot contain your password.
• The last three passwords are remembered and cannot be reused when you are changing your password.
The password policies, including these defaults, can be updated for all editions except for Personal Edition.
Setting Password Policies
Available in: Contact Manager, Group, Professional, Enterprise, Unlimited, Developer, and Database.com Editions
To set password policies:
User Permissions Needed
“Manage Users”
For your organization’s security, you can set various password and login policies.
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Manage Users About Passwords
Note:
User passwords cannot exceed 16,000 bytes.
Logins are limited to 3,600 per hour per user. This limit applies to organizations created after Summer ’08.
1. Click
Your Name
> Setup > Security Controls > Password Policies.
2. Customize the password settings.
Field
User passwords expire in
Enforce password history
Minimum password length
Password complexity requirement
Password question requirement
Description
The length of time until all user passwords expire and must be changed. Users with the “Password Never Expires” permission are not affected by this setting. The default is
90 days
. This setting is not available for Self-Service portals.
Save users’ previous passwords so that they must always reset their password to a new, unique password. Password history is not saved until you set this value. The default is 3 passwords remembered
. You cannot select
No passwords remembered unless you select Never expires
for the
User passwords expire in
field.
This setting is not available for Self-Service portals.
The minimum number of characters required for a password.
When you set this value, existing users aren’t affected until the next time they change their passwords. The default is
8 characters
.
The requirement for which types of characters must be used in a user’s password.
Complexity levels:
•
No restriction
—allows any password value and is the least secure option.
• Must mix alpha and numeric —requires at least one alphabetic character and one number. This is the default.
•
Must mix alpha, numeric, and special characters —requires at least one alphabetic character, one number, and one of the following characters: ! #
$ % - _ = + < > .
The values are
Cannot contain password
, meaning that the answer to the password hint question cannot contain the password itself; or
None
, the default, for no restrictions on the answer. The user’s answer to the password hint question is required. This setting is not available for
Self-Service portals, Customer Portals, or partner portals.
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Manage Users About Passwords
Field
Maximum invalid login attempts
Lockout effective period
Description
The number of login failures allowed for a user before they become locked out. This setting is not available for
Self-Service portals.
The duration of the login lockout. The default is 15 minutes.
This setting is not available for Self-Service portals.
Note: If users are locked out, they must wait until the lockout period expires. Alternatively, a user with the “Reset Passwords and Unlock Users” permission can unlock them by clicking
Your Name
> Setup
> Manage Users > Users, selecting the user, then clicking Unlock. This button is only available when a user is locked out.
3. Customize the forgotten password and locked account assistance information.
Note: This setting is not available for Self-Service portals, Customer Portals, or partner portals.
Field
Message
Help link
Description
When set, this custom message appears in the Account
Lockout email and at the bottom of the Confirm Identity screen for users resetting their passwords. You can customize it with the name of your internal help desk or a system administrator. For the lockout email, the message only appears for accounts that need an administrator to reset them. Lockouts due to time restrictions get a different system email message.
If set, this link displays with the text defined in the Message field. In the Account Lockout email, the URL displays just as it is typed into the Help link field, so the user can see where the link takes them. This is a security feature because the user is not within a Salesforce organization.
On the Confirm Identity password screen, the
Help link
URL combines with the text in the Message field to make a clickable link. Security isn’t an issue since the user is in a
Salesforce organization when changing passwords.
Valid protocols:
• http
• https
• mailto:
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Manage Users About Passwords
4. Specify an alternative home page for users with the “API Only User” permission. After completing user management tasks such as resetting a password, API-only users are redirected to the URL specified here, rather than to the login page.
5. Click Save.
See Also:
Resetting Passwords
Available in: Contact Manager, Group, Professional, Enterprise, Unlimited, Developer, and Database.com Editions
To reset passwords:
User Permissions Needed
“Reset Passwords and Unlock Users”
To reset a user’s password:
1. Click
Your Name
> Setup > Manage Users > Users.
2. Select the checkbox next to the user’s name. Optionally, to change the passwords for all currently displayed users, check the box in the column header to select all rows.
3. Click Reset Password to have a new password emailed to the user.
A password created this way doesn’t expire, but users must change the password the first time they log in.
Tips on Resetting Passwords
Consider the following when resetting passwords:
• Only an administrator can reset Single Sign-On user passwords; Single Sign-On users cannot reset their own passwords.
• Resetting users' passwords might cause them to activate their computers to successfully log in to Salesforce.
• Resetting locked-out users' passwords automatically unlocks their accounts as well.
• When users lose their passwords, they can click the Forgot your password? link on a failed login page to receive a new password via email. They must correctly answer a previously defined security question before they can reset their password and log in. You can customize part of the page where the user answers the security question with additional information about where to go to for help.
Note: If the user has not defined a security question, or fails to answer correctly when trying to login, the password is not reset.
See Also:
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Manage Users Controlling Login Access
Expiring Passwords
Available in: Professional, Enterprise, Unlimited, Developer, and Database.com Editions
To expire all passwords:
User Permissions Needed
“Manage Users”
To expire passwords for all users, except those with the “Password Never Expires” permission:
1. Click Your Name > Setup > Security Controls > Expire All Passwords.
2. Select the
Expire all user passwords
checkbox.
3. Click Save.
The next time each user logs in, he or she will be prompted to reset his or her password.
Tips on Expiring Passwords
Consider the following when expiring passwords:
• After you expire passwords, users might need to activate their computers to successfully log in to Salesforce..
• You can expire passwords for all users any time you want to enforce extra security for your organization..
See Also:
Controlling Login Access
Available in: All Editions
Granting administrator access available in: Enterprise, Unlimited, Developer, and Database.com Editions
To control login access policies:
User Permissions Needed
“Manage Users”
1. Choose Your Name > Setup > Security Controls > Login Access Policies.
2. To allow administrators to log in as any user in the organization without first asking end-users to grant login access to them, enable Administrators Can Log in as Any User. This option is only available if salesforce.com has enabled it for your organization. To request this feature, contact salesforce.com.
3. To prevent users from granting access to a publisher (to comply with regulatory or privacy concerns, for example), click
Available to Administrators Only for that publisher.
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Manage Users Controlling Login Access
4. Click Save.
Consider these implementation restrictions.
• Users cannot grant login access to managed packages that are licensed to your entire organization. Only administrators with the “Manage Users” permission enabled on their profile can grant access to these publishers.
• Login access is only available for certain managed packages. If the package is not listed, it is not available for granting login access.
See Also:
Logging In as Another User
Available in: Enterprise, Unlimited, Developer, and Database.com Editions
User Permissions Needed
To log in as another user who has granted you access: “Modify All Data”
To assist other users, administrators can log in to Salesforce as another user. Depending on your organization settings, individual users may need to first grant login access to administrators.
To log in as another user:
1. Click Your Name > Setup > Manage Users > Users.
2. Click the Login link next to the user name. This link is only available for users who have granted login access to an administrator, or in organizations where administrators can log in as any user.
3. Click User’s Name > Logout to return to your administrator account.
See Also:
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Manage Users Delegating Administrative Duties
Delegating Administrative Duties
Available in: Enterprise, Unlimited, and Developer, and Database.com Editions
To delegate administration:
To be a delegated administrator:
User Permissions Needed
“Customize Application”
“View Setup and Configuration”
Use delegated administration to assign limited administrative privileges to selected non-administrator users in your organization.
Delegated administrators can perform the following tasks:
• Creating and editing users and resetting passwords for users in specified roles and all subordinate roles, including setting quotas, creating default opportunity teams, and creating personal groups for those users
• Unlocking non-portal users
• Assigning users to specified profiles
• Logging in as a user who has granted login access to their administrator
• Managing custom objects created by an administrator
For example, you may want to allow the manager of the Customer Support team to create and edit users in the Support
Manager role and all subordinate roles. This allows the administrator to focus on tasks other than managing users for every department that uses Salesforce.
To create delegated groups, click Your Name > Setup > Security Controls > Delegated Administration, then click New.
To manage your delegated groups:
• Click Edit next to a group to modify it.
• Select a group and click Delete to remove it.
• Select a group and click Remove next to the user in the Delegated Administrators related list to remove a user from that delegated group.
Note: To delegate administration of particular objects, use object permissions, such as “View All” and “Modify All.”
See Also:
Defining Delegated Administrators
Delegating User Administration
Delegating Custom Object Administration
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Manage Users Delegating Administrative Duties
Defining Delegated Administrators
Available in: Enterprise, Unlimited, and Developer, and Database.com Editions
To delegate administration:
To be a delegated administrator:
User Permissions Needed
“Customize Application”
“View Setup and Configuration”
A delegated administration group is a group of users who have the same administrative privileges. These groups are not related to public groups used for sharing. To define a delegated administration group:
1. Click
Your Name
> Setup > Security Controls > Delegated Administration.
2. Click New.
3. Enter a group name.
4. To allow the users in this group to log in as users in the role hierarchy that they administer, select Enable Group for
Login Access
. Depending on your organization settings, individual users may need to grant login access to allow their administrators to log in as them.
5. Click Save.
6. To specify the users in this delegated group, in the Delegated Administrators related list, click Add.
7. Click to find and add users to the group. The users must have the “View Setup and Configuration” permission.
8. Click Save.
See Also:
Delegating Administrative Duties
Delegating User Administration
Available in: Enterprise, Unlimited, and Developer, and Database.com Editions
To delegate administration:
To be a delegated administrator:
User Permissions Needed
“Customize Application”
“View Setup and Configuration”
Enable delegated administrators to manage users in specified roles and all subordinate roles, assign specified profiles to those users, and log in as users who have granted login access to administrators.
1. Click
Your Name
> Setup > Security Controls > Delegated Administration.
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Manage Users Delegating Administrative Duties
2. Select the name of an existing delegated administration group.
3. Click Add in the User Administration related list.
4. Use the magnifying glass lookup icon to find and add roles. Delegated administrators can create and edit users in these roles and all subordinated roles.
5. Click Save.
6. Click Add in the Assignable Profiles related list.
7. Use the magnifying glass lookup icon to find and add profiles. Delegated administrators can assign these profiles to the users they create and edit. Note that profiles with the “Modify All Data” permission cannot be assigned by delegated administrators.
Note: If a user is a member of more than one delegated administration group, be aware that he or she can assign any of the assignable profiles to any of the users in roles he or she can manage.
8. Click Save.
9. See Delegating Custom Object Administration
on page 123 to specify what custom objects the delegated administrators can manage.
To remove roles or profiles from the list of items the delegated administrators can use, click Remove next to the role or profile.
See Also:
Delegating Administrative Duties
Delegating Custom Object Administration
Available in: Enterprise, Unlimited, and Developer, and Database.com Editions
To delegate administration:
To be a delegated administrator:
User Permissions Needed
“Customize Application”
“View Setup and Configuration”
Enable delegated administrators to manage custom objects that have been created by an administrator.
1. Click
Your Name
> Setup > Security Controls > Delegated Administration.
2. Select the name of an existing delegated administration group.
3. From the detail page of the delegated administration group, click Add in the Custom Object Administration related list.
4. Use the magnifying glass lookup icon to find and add custom objects. Delegated administrators can customize nearly every aspect of a custom object, including creating a custom tab for it.
5. Click Save. Click Save & More to add additional custom objects.
To remove a custom object from the list of items the delegated administrators can manage, click Remove next to the custom object.
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Manage Users Tags Settings
Notes on Delegated Administration of Custom Objects
• Delegated administrators can customize nearly every aspect of the custom object, including creating a custom tab for it.
However, they cannot create or modify relationships on the object or set organization-wide sharing defaults.
• Delegated administrators need to have access to custom objects if they need to access the merge fields on those objects from formulas.
See Also:
Delegating Administrative Duties
Tags Settings
Tag settings available in: All Editions
To modify tag settings:
User Permissions Needed
“Customize Application”
Administrators set up and manage personal and public tags by:
•
for accounts, activities, assets, campaigns, cases, contacts, contracts, dashboards, documents, events, leads, notes, opportunities, reports, solutions, tasks, and any custom objects (except relationship group members)
•
for their users
•
Deleting personal tags for deactivated users
Enabling Tags
Tag settings available in: All Editions
To modify tag settings:
User Permissions Needed
“Customize Application”
1. Click Your Name > Setup > Customize > Tags > Tag Settings.
2. Select Enable Personal Tags and Enable Public Tags to allow users to add personal and public tags to records.
Deselect both options to disable tags.
3. Specify which objects and page layouts should display tags in a tag section at the top of record detail pages. The tag section is the only way that a user can add tags to a record.
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Manage Users Tags Settings
For example, if you only select account page layouts, users in your organization can only tag account records. Additionally, if you only select account page layouts for personal tags and not public tags, users can only tag account records with personal tags.
4. Click Save.
Use these tips when enabling tags.
• When you enable tags, you can also add them to a page layout by editing the page layout directly.
• Search results and the Tags page don't display custom objects that don't have an associated tab, even if tags are enabled for the custom object. If you want custom object records to appear in search results or on the Tags page, you must create an associated tab. The tab doesn't have to be visible to users.
• Customer Portal users can't view the tags section of a page, even if it is included in a page layout.
See Also:
Adding Tags to the Sidebar
Tag settings available in: All Editions
To modify tag settings:
User Permissions Needed
“Customize Application”
for your organization, you can add the Tags component to your users' sidebar. This component allows users to navigate to the Tags page where they can browse, search, and manage their tags. It also lists each user's most recently used tags. To add this component:
1. Click Your Name > Setup > Customize > Home > Home Page Layouts.
2. Next to a home page layout that you want to modify, click Edit.
3. Select the
Tags
checkbox and click Next.
4. Arrange the Tags component on your page layout as desired, and click Save.
Tip: If you want the Tags component to appear on all pages and not just the Home tab, click
Your Name
> Setup
> Customize > User Interface, and select Show Custom Sidebar Components on All Pages .
See Also:
125
Download
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The public link to your chat has been updated. You may view and manage your chat links after registration here.
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Key features
User management
Data import
Security
Mobile app configuration
Package installation
Frequently asked questions
To add a new user, go to Setup > Users > Users. Click New User and enter the user's information.
To import data, go to Setup > Data Management > Data Import.
To configure Salesforce Mobile Apps, go to Setup > Salesforce Mobile Apps.
