Questions tagged [user-management]

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

42 questions with no upvoted or accepted answers
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448 views

Trigger on UserPackageLicense object?

I have a requirement for a managed package that we are developing. I need to make an API callout to an external system when user is assigned to the package (hybrid package on user based pricing model)....
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0answers
44 views

Are usernames freed when a sandbox is deleted?

I know that usernames a very sticky in Salesforce, and they can't be duplicated across orgs or deleted under normal circumstances. However, what happens to a username when a sandbox it's a part of is ...
3
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1answer
80 views

Query “can I login as” for users

Is there an API or other technique to understand whether the current user has been granted access to "login as" another given user? ...other than optimistically trying? Thanks
2
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0answers
881 views

Give internal users access to the customer portal by default?

By default, the customer portal is accessed via portal user accounts. Salesforce internal users have a separate, non-portal contact for logging into Salesforce via a standard SF splash page. To ...
2
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1answer
53 views

Not able to Deactivate Chatter Free user in Production

I am unable to deactivate Chatter free users in Production. I received the following error "Salesforce CRM Content User is not allowed for this License Type." Salesforce CRM Content User check box is ...
2
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0answers
549 views

Send Apex Warning Emails with Inactive User

Not a question that will necessary be of use to most people, but I recently noticed that I had an admin in an org with "Send Apex Warning Emails" on the user. That user got deactivated and I haven't ...
1
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1answer
36 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 ...
1
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0answers
38 views

How to create users with a predefined LanguageLocaleKey and license?

I'm trying to create a user via /lightning/o/User/new , but LanguageLocaleKey is required and i can't access the field to be shown in the layout. Probably i'll need the License type too. I already ...
1
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1answer
865 views

How to get the user logged in in community page?

I need get the user id logged in a web page community site.com (not is a VisualForcePage) in this page I need the user id and others user's fields.
1
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0answers
92 views

Even Administrators Can Log in as Any User is enabled ,still not able to see login option

My profile is System Administrator and i enabled Administrators Can Log in as Any User is enabled but still i cannot see login option for any user
1
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0answers
39 views

which salesforce edition should i purchase and which licenses?

I am new to salesforce and my clients wants to implement salesforce for maintaining their clients, they want basic functionalities so which edition should i suggest? For example i have 5 sales ...
1
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0answers
40 views

Report on which users have granted login access to Administrator

I know how to grant login access to administrator/salesforce. What I want to know is in which object is this setting stored? I want to do reporting on all the users in my org who have granted access ...
1
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0answers
450 views

No email notification when Username is changed for Community User

When I change the username of the Community user ( any community license) from user record page in SFDC , I don't see any email notification from salesforce sent to the user notifying of username ...
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0answers
45 views

Question on permission needed to add users (at least partner users) to public group

I have created a delegated administration that allows a full salesforce internal user to create public groups. They can add roles, and other public groups to existing public groups, and ones they ...
1
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0answers
31 views

JIT provisioning and Service Cloud User

We've set up JIT provisioning for portal users (mostly internal), and the process is working smoothly. The only thing left that needs to be set by JIT provisioning is "Service Cloud User". I checked ...
1
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0answers
30 views

Is there any downside to changing the email address of the APIOnly user?

I'd like to change the email address on the APIOnly user I set up from a specific person to the org's generic 'info@' address. Will this harm any of my integrations (primarily Form Assembly) in any ...
1
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1answer
69 views

Salesforce External user Custom Login and registration using apex

I am working on developing custom salesforce app (Survey app) in salesforce, things so far i have done are. Add survey Add Survey Questions Making the survey Link Public. Take Survey Survey Result ...
1
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1answer
24 views

Is there an easy way that we could assist a group with updating their IP Range Restrictions with our list of valid IPs?

We have over 100 profiles and they didn’t add all the ranges to all the IPs. Because of this they are now having issues with users not being able to log in. I was hoping we could offer up a quick ...
1
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1answer
259 views

Make uploading a file required for creation of users and contacts

I am using salesforce to create portal for a school. I am using students and parents as contacts and staff as users. When I am creating students I need to make it manadatory to collect certain ...
1
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0answers
333 views

UserInfo.isCurrentUserLicensed() equivalent in REST API (SalesforceMobileSDK-iOS)

Is there a way to get the UserInfo.isCurrentUserLicensed() value from REST Call after the User is authenticated via oAuth? My problem is I've an authenticated user in Customer's Org with a managed ...
0
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0answers
13 views

validation rule to prevent email signature from editing

Need help with a Validation Rule on User object to prevent couple of profiles from editing the email signature.I already have an existing VR which is preventing from changing the first and last name ...
0
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0answers
70 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 ...
0
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0answers
26 views

How to fetch unused Data extension and User name who last modified the DE

) I have list of DE in Folder . I want to know if a particular DE has been used or not in any email , send ,Journey,automation. Or something like that . Basically we are trying to identify unused DEs ...
0
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1answer
72 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 ...
0
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0answers
34 views

How to restrict users with 'Manage Territories' permission from archiving Territory Model?

I want to restrict all users with 'Manage Territories' permission other than System Admin from archiving (& delete) Territory Model. I created a Trigger on Territory2 object successfully to ...
0
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0answers
19 views

How do I direct my Client to authorise my 3rd party Connected app?

A "connected App" was created in salesforce develop for our client. We need to assist the client to authorize the connected app so that the app can use their organization's salesforce data. We are ...
0
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0answers
137 views

Salesforce Error: One or more profiles that you added has reached the maximum number of allowed apps

I'm receiving the following error when trying to add a profile to a profile to Selected Profiles for a Lightning App via Lightning App Manager: "One or more profiles that you added has reached the ...
0
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0answers
74 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 ...
0
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0answers
6 views

Enable Partner User Action - User Lisences Displayed

What are the criteria of the user lisences that are displayed when creating a user by clicking the "Enable Partner User" action on Contact record? I mean, in my org these are the lisences that are ...
0
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1answer
59 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, ...
0
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0answers
32 views

What is the lifetime duration for a verification code sent by Salesforce?

The question is simple: for how long a verification code sent by Salesforce can be valid? We use the System.UserManagement.initSelfRegistration​(Auth.VerificationMethod.EMAIL, user) method to verify ...
0
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0answers
23 views

Disable Access To Acitivites per Profile

Is there a way to restrict access on Task/Activities records per profile? I have created a profile that has access only on Accounts. Nothing else. I want it to be very restricted. But on global search ...
0
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1answer
56 views

Give Manage User Permission to a User without View Setup and Configuration

I have a visualforce page to manage users (deactive, create, edit and reset passwords), but when I add the permissin manage users to the profile, the user with this profile can see the Setup option, ...
0
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1answer
13 views

mass update Users using button or user invoked other than data loader

is there a way to add a button on User list view to mass update? or is there way to mass update update set of users when needed?
0
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1answer
43 views

How to show user only part of records?

I have user profile named SimpleUser, and sObject Account How to show only part of records from Accounts for this user? Criteria for this value of record from another sObject related to Account and ...
0
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0answers
36 views

How to differentiate events added via Outlook side panel

With Activities created via Chatter publisher, I have a Boolean tagging them as coming via the publisher. This was originally used to prevent double chatter posting, but now it helps us understand ...
0
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1answer
23 views

How to implement sales team in salesforce

I have a requirement where we would like to implement Salesteam in salesforce.Can any one help me out with your ideas and suggestion what all needs to be done and how it will get processed.Do we have ...
0
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2answers
99 views

Users logging through ipad and mobile in salesforce

How do i find out whether the user is using ipad or mobile to logging into salesforce ?
0
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1answer
185 views

External User Authentication without Communities

My non-profit organization currently uses Salesforce mostly to keep track of all kinds of data about our "customers." However, at the moment all of this data is having to be filled out and updated ...
0
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1answer
47 views

Change delegate user by trigger?

Please how can i get the delegate user changes by triggering some apex code ? I preferred to do it with a workflow but the pb is that workflow can't update field in a lookup relationship and we can ...
0
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0answers
76 views

Custom Functionality on user click of Activation Link

We are using OOTB functionality to send Activation Email to both portal users and salesforce users. As this is OOTB functionality, salesforce acts the same way irrespective of the user type when user ...
0
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1answer
454 views

Make sections in a standard page collapsible by default on page load

Is there any way or workaround to Make sections in a standard page collapsible by default on page load ? This should work for all user profiles too .