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
62 views

User lacks the rights to filter based on campaign name in a related report

There is a particular issue that is stumping me at the moment. We have a custom report type that is of the type Campaigns with Opportunities. We have a report in our org that uses a filter based on ...
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3answers
413 views

Loading existing users to force.com sites from External application

We are building a force.com sites with authenticated user license. We currently want to load from an existing application around 500,000 users in a csv format with username, password to force.com site ...
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2answers
3k views

Can the User's Last Login date be used in a formula?

I need to calculate the LastLoginDate - Created Date of Users in a formula field. The Last Login Date field is not available here.. Is there a way to get it without having to write code/SOQL?
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2answers
7k views

how to change email of user in sandbox to something like .sandboxname?

I tried to change an user's active email in my sandbox(Sandbox name:stage) as they didn't want to get further notifications for the actions that we are doing in our environment from : abcd@gmail.com ...
11
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1answer
287 views

Why are my Portal Users sharing their usernamespace with the world in Spring '13?

At the same time as the rollout of Spring '13, I'm encountering issues related to High Volume Customer Portal Users: their usernames are now clashing with users in other orgs. I'm aware that Portal ...
2
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2answers
632 views

Login History for Self-Service users

I am trying to capture the self service portal users activity on a weekly / monthly basis. The only thing I managed to get is a "Last Login" report , but the problem is that if a user logs in this ...
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1answer
159 views

User's activities should have accurate start and end date times as per his timezone

There is a system which will feed users in Salesforce. The feed currently does not maintain the Timezone where the user is located. The requirement is that once the activities for that particular ...
2
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2answers
755 views

Merge multiple user ids

I have a developer user id that was set up on force.com before my company was set up on Salesforce.com. I was invited to my company SF, but my email address is already in use - by my other account. ...
2
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3answers
3k views

How to change a partner license to a regular CRM one?

I need to change one of my partner's license type from Partner to a regular CRM one. This isn't a standard feature, so a manual (data loader + mass update actions will be required) Has any one done ...
12
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1answer
10k views

Setting new user passwords in Apex

I have a method that creates a new user and sets a custom password, everything works fine to the point where I try to log in with the new user and get an error that the login details are incorrect. ...
5
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3answers
7k views

Avoiding the password notification to be sent to the User on creation

When i create new user through salesforce UI i dont want the password notification to be sent to the User .Is this possible ?I know one solution is to uncheck the generate Email Notification and new ...
2
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2answers
7k views

Case Queue Assignments - Allow Certain Users to Assign to Certain Queues

In my Salesforce setup, we have several queues set up that we use to route certain cases to groups within the support team, such as technical, training, developement, and so on. The problem is, users ...
4
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1answer
3k views

Usage of Alias and Community Nickname

May I know what are the usages of Community Nickname and Alias fields? Where are they used effectively? Also, Community Nickname is unique but not Alias. Thus, 2 users can have the same alias. Is ...
2
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2answers
2k views

Community Nickname and Alias

I know that Community Nickname and Alias are system generated fields and they automatically take values once user record is created. However, we have a feed coming from external application ...
5
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2answers
945 views

Create Self-Service User automatically

I'm looking to automatically create a self service user ("Production" field on the opportunity layout is set to true), the lookup field to the contact is also on the opportunity layout. the new user ...
0
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1answer
656 views

Configuring Partner Portal Accounts for Opportunities

I recently created a partner portal and I'm now trying to figure out how to use this thing. Salesforce isn't much help and their documentation makes little sense to me. Let's start with something ...
2
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3answers
3k views

Logout a user automatically when the browser window is closed

I have a basic question about Salesforce session: How can I logout my users automatically when they close the browser window?
2
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1answer
905 views

Reporting opportunities for users without roles

As part of our organisation procedures, when a user leaves they are removed from their role. This is to avoid them still appearing in queues etc. which are assigned based on roles. We leave closed ...
6
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1answer
2k views

Prevent Username from being logged into multiple sessions and/or IP addresses Concurrently

Has anyone fielded a request to prevent a username from logging into multiple sessions at once? The problem is that currently Salesforce does not have declarative way of preventing logins, of the ...
4
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2answers
2k views

Can a Workflow Rule be created against a User Record? i.e. send an email alert to their manager once the record is deactivated?

We would like to have an email alert sent to the manager of the departed employee once the user record is deactivated. In that email, we would like to include a link to all that employee's open ...
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2answers
484 views

How to populate a lookup based on a Id

Is there a way I can lookup an User based on Id/ name I want to achieve the following 1) Object A has User lookup when the User lookup changes I am using a formula on related object to Object A to ...
4
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2answers
283 views

Is there a way to access all user info?

Is there a way to get a drill down through DB/reports all the info related to an user like permission set sharing settings active/inactive( I can get this by Isactive filter) what public groups he/...
4
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2answers
2k views

How to remove permission sets from a package

We created some permission sets to include with our managed package. However, we have now realized that it isn't the best approach since not all orgs can use permission sets. However, we cannot find ...
1
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1answer
195 views

Bulk Update the "My Social Accounts and Contacts" Preference for all Users

I'd like to enable Social Accounts and Contacts in our org, and then bulk update all Users to NOT have the "Use Social Accounts and Contacts" setting enabled. This would allow me to then send out a ...
3
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1answer
610 views

User's Dashboard assignment via API or SOQL?

Is there a way to access, query, or update the following User preferences via the API or SOQL? The Dashboard assigned to the User's homepage I've looked for any reference to these in the Force.com ...
7
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1answer
468 views

User's bcc-to-salesforce address via SOQL or API?

Is there a way to access, query, or update the following User preferences via the API or SOQL? The User's bcc-to-salesforce address I've looked for any reference to these in the Force.com IDE's ...
45
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4answers
30k views

Can I get my security token without having to reset it?

I need to get a user's security token but there are other things currently using it so I don't really want to reset it. Is there any way to retrieve this without having to reset it?

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