How to change profile in salesforce


Navigate to Setup | Administration Setup | Manage Users | Users. 2. Find the User whose Profile you would like to customize. 3. Click the Edit link next to the Username. 4. In the right-hand column of User information, change the Profile to the new Profile.

  1. Click Gear icon | Setup | Users | Users.
  2. Find the User you want to edit.
  3. Click Edit next to the User’s name.
  4. In the right-hand column of the User information, select your preferred profile type.
  5. Click Save.


How to create a new Salesforce user?

  • Setup > Type in ‘Users’ into Quick Find > Select Users
  • Depending on how many users you want to add Select New User (single) or Add Multiple Users (up to 10).
  • Select User Licence – this will decide the Salesforce accessibility for each user. This is where you would set up the Identity Licence.
  • Select Profile for the user.
  • Save.

How do I create a new user on Salesforce?

  • Enter First name, last name, Alias, Email address.
  • Now Assign a Role to the user.
  • Now assign user license to the new user.
  • Assign a profile to the user.
  • Now select generate passwords and notify user via email.
  • Click on Save button.
  • A verification email will be sent to the Email.

How to deactivate a Salesforce user?

  • Navigate to Users in Setup, and click Edit next to Maya Lorrette.
  • Deselect the Active checkbox to deactivate Maya’s user license.
  • On the warning message, click OK, then click Save.
  • Repeat the same steps to deactivate Ted Kim.

Who can create the users in Salesforce?

Step One: Add New User

  • 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.
  • Enter each user’s name, email address, and a unique username in the form of an email address. …

More items…


How do I change my profile display in Salesforce?

Switching between Enhanced Profile Interface and Normal Profile Interface in SalesforceFrom Setup, enter User in the Quick Find box.Select User Management Settings.Enable Enhanced Profile User Interface.

Why can’t I edit profiles in Salesforce?

You need to do the following to do this, Go to setup > customize > User Interface. Under the Setup section of user interface settings, you can see the above permission enabled. Uncheck the Enable Enhanced Profile User Interface permission.

Can we edit System Administrator profile in Salesforce?

You aren’t able to make changes to standard profiles, but what you can do is clone the profile, by clicking the ‘Clone’ button and then call it whatever you want. If you are the System Administrator, just change your profile to the new cloned system admin profile! This should do it for you! Best of luck!

How do I add a user to a Salesforce profile?

Once you are done with the profile setup, assign users to this new custom profile:Hence, navigate to Setup >> Administration setup >> Manage Users >> Users.Click on Edit next to the user.Go to Profile drop-down and select a new custom profile that you just created.Then, click on Save.More items…•

How can I see my profile in Salesforce?

In Salesforce Classic, your profile menu is your name. Same concept in Lightning Experience, although now you’re represented by an avatar (1). Click your name to access your profile page, or click Settings to update your personal information (2).

How do I change admin in Salesforce?

When you confirm you have a spare “Salesforce” license you can assign another user as an Administrator.Login in as Administrator.Go to Setup/ Administration Setup/ Manage Users/ Users,Select the User that you would like to change to an Administrator,Select Edit.More items…•

What is a Salesforce profile?

Profiles are a group of settings and permissions which define what a user can access in Salesforce Lightning. Depending upon the user’s job role, Salesforce Admins can assign users with a profile that includes all the tabs, records, and page access that they require.

How do I change administrative permissions in Salesforce?

To assign admin permissions for SSO-enabled Salesforce users:Log in to the organization using an admin account.Select Setup > Administration Setup > Manage Users > Profiles.Edit the System Administrator user profile.More items…•

Leave a Comment