IsActive: If you don’t specify the IsActive field when inserting a user, the user will automatically be inserted as Active. However, if you do not have a license ready then you can set IsActive to FALSE in your CSV file and activate the user when a license becomes available.
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What can you do with a user license in Salesforce?
View Your Salesforce Org’s Usage-Based Entitlements Enable a Feature License for a User Database.com User Licenses Enable Enhanced Profile List Views Manage Your Contracts with the Your Account App Password Policy Fields in Profiles Get Support with the Your Account App Work in the Enhanced Profile User Interface Page
How do I activate a user without a license?
However, if you do not have a license ready then you can set IsActive to FALSE in your CSV file and activate the user when a license becomes available. Generate new password and notify user immediately: This checkbox is not present in the Data Loader, so a password is not generated with Users created this way.
How to grant a user access to only some features in Salesforce?
But, if you want to grant a user access to only some features in Salesforce, you have a host of licenses to choose from. For example, if you have to grant a user access to Chatter without allowing them to see any data in Salesforce, you can give them a Chatter Free license. Profiles determine what users can do in Salesforce.
How do I add additional users to my Salesforce account?
You can do either in Salesforce. The maximum number of users you can add is determined by your Salesforce edition and the number of user licenses you purchase. From Setup, enter Users in the Quick Find box, then select Users. Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time.
Do inactive users use a license in Salesforce?
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. To change your billing, you must change your organization’s license count.
How do I add users to my Salesforce account?
To create new user or multiple users login to Salesforce.com and navigate to Setup | Administer | Manage Users | Users.Click on Users button as shown above.Click on New User or Add multiple users. … When creating a new user in Salesforce it is important to assign Roles, User license and Profile to the new user.
Can we import users in Salesforce?
Required Editions and User Permissions Open the Users page. Select Admin (Pardot Settings in the Lightning app), and then User Management | Users. Click Import Users. Click Choose File, and select the import file.
Can a user have more than one license in Salesforce?
You can not use 1 Salesforce license of multiple users. You can have only 1 active user against 1 user license. You can deactivate a user ant activate another user with same user license. But you can activate only one user with 1 licese at a time.
What is required to create a user in Salesforce?
Each user has both a username and an email address. The username must be formatted like an email address and must be unique across all Salesforce organizations. It can be the user’s email address, so long as it is unique. A user license determines which features the user can access in Salesforce.
What is user license in Salesforce?
A user license determines the baseline of features that the user can access. Every user must have exactly one user license. You assign user permissions for data access through a profile and optionally one or more permission sets.
How do I create 100 Users in Salesforce?
From Setup, enter Users in the Quick Find box, then select Users. Click Add Multiple Users. If multiple user license types are available in your organization, select the user license to associate with the users you plan to create. The user license determines the available profiles.
How do I add a user?
Perform insert option with Data Loader:Select Insert operation and select User as an object. Browse the . CSV file that you prepared for import and click Next.Map the “User” object fields and columns in . CSV file.Select a directory to save the “error and success” files and click Finish.
Can we import Users using import Wizard?
Note Users who aren’t administrators can also access the Data Import wizard from their personal settings. Choose the data that you want to import. To import accounts, contacts, leads, solutions, person accounts, or articles, click Standard Objects. To import custom objects, click Custom Objects.
How many users can use Salesforce license?
While you can’t license Salesforce based on concurrent users (ie. We never have more than 3 people in the system at the same time, so we only need 3 user licenses) — you’re absolutely allowed to deactivate users and thus “free up” their license to be applied to another employee!
Who needs a Salesforce license?
Every user must have exactly one user license. You assign user permissions for data access through a profile and optionally one or more permission sets. A permission set is a convenient way to assign users specific settings and permissions to use various tools and functions.
What is difference between Salesforce license and platform license?
Salesforce licenses are designed for users who require full access to standard CRM and Force.com AppExchange apps. CRM apps are anything that requires access to Standard Objects like… Salesforce Platform licenses are designed for users who only need access to custom apps, and NOT the standard CRM functionality.
What is a user in Salesforce?
A user is anyone who logs in to Salesforce. Users are employees at your company, such as sales reps, managers, and IT specialists, who need access to the company’s records. Every user in Salesforce has a user account. The user account identifies the user, and the user account settings determine what features and records the user can access.
How many profiles can a user have?
Each user can have only one profile . Select profiles based on a user’s job function (the Standard User profile is the best choice for most users). Don’t give a user a profile with more access than the user needs to do their job. You can grant access to more items the user needs with a permission set.
What is an alias in a list?
An alias is a short name to identify the user on list pages, reports, or other places where their entire name doesn’t fit. By default, the alias is the first letter of the user’s first name and the first four letters of their last name.
Can a Salesforce user have both a username and an email address?
Each user has both a username and an email address. The username must be formatted like an email address and must be unique across all Salesforce organizations. It can be the user’s email address, so long as it is unique.
Can you assign roles to users in Salesforce?
If you have an org with many users, you may find it easier to assign roles when adding users. However, you can set up a role hierarchy and assign roles to users at any time. Roles are only available in Professional, Enterprise, Unlimited, Performance, and Developer editions of Salesforce.
Can you grant a user access to only some features in Salesforce?
But, if you want to grant a user access to only some features in Salesforce, you have a host of licenses to choose from. For example, if you have to grant a user access to Chatter without allowing them to see any data in Salesforce, you can give them a Chatter Free license.
Can users see all the data owned by users below them?
Users at the top of the hierarchy can see all the data owned by users below them. Users at lower levels can’t see data owned by users above them, or in other branches, unless sharing rules grant them access. Roles are optional but each user can have only one.