Questions tagged [user-management]

Besides creating and assigning users, user management includes working with permissions and licenses, delegating users, and more.

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1answer
33 views

assign permission set to profile? [duplicate]

We normally add permission sets to each user individually, however, a certain profile in our company always requires a specific permission set Question: Permission sets can be assigned to Users, but ...
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13 views

Check Programmatically if User has selected Default Record Type in Personal User Settings

I am implementing a custom Lightning Component to override the "New" action in some objects that have Record Types. I also, want to override the Default Record Type selection that Salesforce ...
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1answer
46 views

Frozen user accounts

When people leave our company, their Salesforce user accounts are deactivated. I uncheck the 'active' checkbox, Save, then finally check the checkboxes below: We are running into problems when people ...
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1answer
27 views

How To Find Out If An Admin Changed The Username On A User Record?

How do I find out if an Admin changed the username on a user record? There is no field history tracking for the User object.
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1answer
15 views

How to prevent an user used only for integrations for logging in via interface?

In my ORG I have an user used for integrations purposes only. Some integrations are using oauth2 authentication so that third-party platforms connect to Salesforce directly. In other integrations was ...
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13 views

Necessary permissions to allow Non-Admin(Salesforce License) users to set Knowledge User Checkbox for customer users

I am trying to customize the "Enable customer user" functionality to avoid navigation to user create page and selecting permissions. Admin users are able to "Enable customer user" ...
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32 views

How to set permission for a User

I have 20 users having the same profile and having CRED as well as ViewAll permissions. I want to remove the viewAll permission for a single user, what are all the possible ways to achieve this? I ...
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1answer
125 views

How to store setting at User Level?

I have a requirement to showcase a detail page having multiple Accordion sections which are closed by default. Now there will be a checkbox which will allow the user to make sure that all the ...
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1answer
40 views

Is there any API REST OR SOAP API available to find the limit of user license available in the Marketing cloud org

Is there any API REST OR SOAP API available to find the limit of user license in the Marketing cloud org .
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26 views

User Access Audit Report

I want a report that lists something like this UserName Profile Role Application PermissionSetGroup Licenses (Salesforce, 3rd Party) kaliforce Student Sale Do cool stuff <3rd party User/Admin>...
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58 views

How to get welcome link for Community User?

Using "System.resetPassword(userId, True)" we can issue the reset password email to a community user in salesforce via apex: But we also want to send the reset password link via SMS. Is ...
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34 views

Is it possible to have a full list of the values the API returns for User Type?

I'm reading this document to figure out which User information I can get from the API: https://developer.salesforce.com/docs/atlas.en-us.212.0.api.meta/api/sforce_api_objects_user.htm And there are ...
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1answer
189 views

Unable to add users to Public Group

I have created a Delegated Admin Group and add few users to this group. The Delegated Admins have access to a Public Group. This should allow them to add users to the Public Group. Some of the users ...
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1answer
35 views

Initiate email to admin/Group when user account is created in Marketing cloud [closed]

I would like to know if there is way in Marketing cloud through code/clicks to send an email to a specific user(s)[Admins] when user is created in Marketing cloud .
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111 views

Update user email without email confirmation via Apex

I have been trying to update the user email via scheduled apex, but it seems I am out of luck! User u = [Select Id, email from user where email = 'emailOne@domain.com.invalid' limit 1]; u.isactive = ...
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154 views

LWC updateRecord returns 403 forbidden when using Guest User

I am trying to use the updateRecord() lightning/uiRecordApi function to update fields on a record in the system as a Guest User. From consoling out the res, I am getting an error of "An error ...
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235 views

Problem creating "Customer Community Login" users in one Summer '21 org

Salesforce provided us with a Summer '21 org early this week but it had no "Customer Community Login" licenses provisioned so we had to get those added via a case. As a System Administrator, ...
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2answers
779 views

Adding users to the community... need access to the community?

I'm doing a tutorial on communities, and after setting pages and themes, i wanted to add users. When i try to setup the user, i get this message: "Looks like this portal user is not a member of a ...
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22 views

New User URL not displaying properly

I have a requirement to invoke the user creation page to prepopulate some fields. I'm using the following URL: /lightning/o/User/new?defaultFieldValues=LastName={!User.LastName},ProfileId={!User....
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1answer
35 views

Can i disable the "update account" activity in Journey Builder for certain users?

I want to know if there is a way to grant/revoke permissions on the "update contact" activity of Journey Builder. It can be quite problematic for it to be doable by any kind of user. Thank ...
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16 views

Auto assignment rule criteria check for users

Is there any way to check which users meet the auto assign rule criteria? I have checked the lead and case object but on users where shall i check this thing?
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1answer
252 views

Distinguish between internal and external users

We have a huge number of external users. So, what happens is, when I start mentioning a user, in the search popup, all the users (both external and internal) appear. I want to restrict this to only ...
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53 views

What are the options for Custom Login Flow variable LoginFlow_LoginType

This doesn't seem to be documented well, but what are the possible options for LoginFlow_LoginType and any reference to possible options for others flow variables would be appreciated. This is to ...
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15 views

Thrid-Party Account Link Name changes randomly for several users

Some of our users contains incorrect Third-Party Name in Third-party Account Links section. When we create a new user Third-Party Name is 'provider name' which is taken from Auth.Provider. After a ...
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24 views

What license is necessary for report on checking each user's usage?

When a manager need to create a report on checking each user's Salesfoce usage does he need to have a full salesforce license? Or, will it be sufficient to have a platform license assigned to the ...
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0answers
4k views

'insufficient access rights on object id'

One of my users is trying to update a Contact record. OWD is Public Read Only on Contact. Grant access using hierarchy is checked. The user sits higher in the role hierarchy than the record owner. The ...
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1answer
254 views

Give User Customize Applications permission

I am trying to give one of my users the ability to assign values in field dependencies. I believe that the permission they need to do this is "Customize Applications" however i can't seem to ...
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1answer
490 views

Sending email in MC to SF report fails

I'm trying to send an email created in content builder using email send flow to sf report. The sf report is located in an org which is connected to the relevent BU this send is initiated from. I can ...
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0answers
372 views

Granting Community User Profile access to 'IsPortalEnabled' from Flow

I am working on a self deactivation process for a customer portal user. I have the 'User Self Deactivate' setting enabled which allows the customer user to set 'IsActive' to False from a Flow(within ...
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1answer
155 views

Restricting access to limited data extennsions in journey email test and preview

I have a user role that has only permission to create and edit email in email studio but can't see any data extensions or subscriber data. But, now I have to give them access to journey builder and ...
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1answer
80 views

Mobile User checkbox not appears in user detail in developer sandbox and UAT even user having API Enable permission in profile

and Production i am able to see mobile user checkbox. Mobile User checkbox not appears in user detail in dev sandbox and UAT but its appeared in dev 2 sandbox instance.
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1answer
41 views

Record dependency

I have a custom object to apply for leaves (such as Casual, Sick, Unpaid) for the users in my org. I have applied a validation rule to check different users cannot create or edit any record for other ...
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1answer
62 views

SOAP API call to disassociate a user from the parent Business Unit

I am able to use the following code to add user to multiple child BUs, but it possible to use SOAP call to disassociate a user from the parent Business Unit? <soapenv:Envelope xmlns:xsi="http://...
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1answer
980 views

Auditing changes made by an admin on behalf of another user

I am wondering whether we have an option/ functionality in Salesforce to store the details of the user who logs as a different user. Use Case I am a System Admin (User X) to a Salesforce instance ...
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330 views

User role and permissions for sending emails only in Marketing Cloud

I have a task to create a user role in Marketing Cloud in which the user can create,read,edit and delete emails to already created audiences or data extensions .The user should only be able to select ...
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2answers
153 views

User CRUD permission for content builder in marketing cloud

Is it possible in Marketing cloud to have folder-based user role for CRUD operations in both Email Content Builder and Data Extention as well? So, for example a user A will only have access to create ,...
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1answer
67 views

Deactivating User with Connected Apps

I am needing to deactivate a former system administrator. The system administrator installed several managed packages and has Oauth Connected Apps. Will deactivating this user have any effect on the ...
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2answers
95 views

get Dynamic Organisation Id in validation Rule

I want to implement validation rule whew i need to check organisation id. My validation rule contains (organisation.id='005223323') Can anybody tell me is there any way to take the organisation id ...
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1answer
60 views

Anybody knows where we can enable/disable "Make Setup My Default Landing Page" of user record programatically?

I've been trying to understand where we can toggle "Make Setup My Default Landing Page" field of user? My intention is to build a scratch org and at the same time I want to disable this after scratch ...
2
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1answer
554 views

What's the maximum number of Users that single Salesforce Org can handle?

Is there any official information to which I can refer? I found some posts on various blogs and forums but any of these were accredited by Salesforce. I'd like to know what is the maximum number of ...
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1answer
18 views

Show specific sections in Setup

Is there a known way to restrict access to some users related to specific areas of setup? For example, i want user A to see only users and profiles, but not to be able to see objects, fields, custom ...
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1answer
32 views

Custom Profile Users are unable to view other users in org, there is no "View All Users" flag in Profile

In one of the Org, Custom Profile Users are unable to view other users in org, and there is no "View All Users" flag in Profile. In other Orgs, Same profile users can see other users even when there ...
1
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1answer
157 views

Best way to replace an existing user with new user

We have an employee who left the organization and a new one one replacing him. What is the best way to assign all the records owned by the previous user to the new user? The new user is performing the ...
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1answer
194 views

Monitor user's activity - login and logout

I am trying to understand how can we know our user's activity each day on Salesforce. The aim is to know how much time each user spend in Salesforce each day, where the triggers are login at morning, ...
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1answer
53 views

Deactivate User In production, will i be able to deploy changes from Sandbox?

I have a Sandbox created by a user George. Let's say i want to make this user inactive in production. Documentation says that i will be able to login to Sandbox with this user, if Sandbox is not ...
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2answers
325 views

Deactivate user, what about sandboxes?

If i deactivate a user in production, will it still be possible to login to Sandboxes created by this user? Or does it make any automatic deletion of sandboxes?
2
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1answer
409 views

SSO and User Provisioning From External WebApp into Salesforce Community

Scenario - customer is logged into our web app, they click on create a ticket and are redirected to the salesforce community page as a user in salesforce with the same email as the web app, want to ...
3
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1answer
402 views

Impact of Freezing SF User - scheduled jobs, reports, oauth tokens

We are going to do one big release (deployment, configuration, data load) in our prod org and need to have some sort of maintenance window to prevent users from interacting with SF org. Freezing all ...
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2answers
395 views

Can I use LastLoginDate standard field to determine users who log in to Community for the first time?

I checked the documentation for the User object and didn't find any explanation on how the LastLoginDate is managed. The description was not helpful: LastLoginDate The date and time when the ...
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2answers
3k views

Page Layouts: Two users with same profile have different layouts?

I have two users that have different roles but the same profile. I cleaned up some page layouts for our lead and contact objects and am testing them with a particular set of users. No issues with ...

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