Questions tagged [user-management]
Besides creating and assigning users, user management includes working with permissions and licenses, delegating users, and more.
48
questions with no upvoted or accepted answers
8
votes
0answers
484 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)....
5
votes
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
votes
1answer
89 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
votes
0answers
932 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
votes
1answer
57 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
votes
0answers
559 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
vote
0answers
899 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 ...
1
vote
1answer
43 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
vote
0answers
44 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
vote
1answer
1k 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
vote
0answers
94 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
vote
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
vote
0answers
61 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
vote
0answers
520 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 ...
1
vote
0answers
71 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
vote
0answers
33 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
vote
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
vote
1answer
80 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
vote
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
vote
1answer
348 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
vote
0answers
336 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
votes
0answers
14 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....
0
votes
0answers
14 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?
0
votes
1answer
39 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 ...
0
votes
0answers
27 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 ...
0
votes
0answers
12 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 ...
0
votes
0answers
15 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 ...
0
votes
0answers
26 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
votes
0answers
204 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
votes
0answers
40 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
votes
1answer
92 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
votes
0answers
47 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
votes
0answers
21 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
votes
0answers
238 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
votes
0answers
163 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
votes
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
votes
1answer
108 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
votes
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
votes
1answer
84 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
votes
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
votes
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
votes
0answers
38 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
votes
1answer
24 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
votes
2answers
105 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
votes
1answer
188 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
votes
1answer
48 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
votes
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
votes
1answer
460 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 .
