Freezing a Salesforce user’s access means that the user cannot log in to your organization’s Salesforce account. Though they still have a license attached to their profile, and they have not been deactivated, they will be ‘locked out’ of Salesforce, until you ‘Unfreeze’ them. Table of ContentsWhy Would I Want Or Need to Freeze a … Read more

By default, Salesforce creates report types for the standard Salesforce objects, which give you a range of reports with preset fields, filters, and object combinations. However, if you create Custom objects in your Salesforce Org and want to report on those, you will need to create corresponding report types. Custom report types can also be … Read more

If you spend a lot of time managing users in your Salesforce Org, then you might want to invest a small amount of time in creating some custom Salesforce user list views to help you quickly find the users, or users that you need to administer. Custom user list views are really useful if your … Read more

Proactively deactivating users in Salesforce who no longer need access to the system is an important aspect of Salesforce user management because of its impact on data security and access control. Whether someone has left your organization, changed roles in your organization, or even taken extended leave – it is important to continually monitor your … Read more

Unfortunately, it is no longer possible to download the SalesforceA App, as it has been discontinued by Salesforce. The SalesforceA app was very popular with many Salesforce Administrators as it made it very quick and easy to perform some of the main administrative tasks on your mobile device. But, as of June 2022, SalesforceA has … Read more

It is not actually possible to delete a Salesforce user, and for good reasons which we will explain in this article. If you want to remove the ability for one of your users to access your Salesforce Org then you have the option to either freeze their access or deactivate them. Freezing the access of … Read more

Adding a new user to your Salesforce Org is a straightforward process that can be accomplished in just a few steps and is a very common Salesforce user management task. This article covers the process of adding a single user to Salesforce. Table of ContentsWhat You Need to Know Before Adding a New Salesforce UserApprovalRequired … Read more

If you’re in charge of Salesforce at your workplace, managing users is a key part of maintaining your system. Salesforce user management involves creating and maintaining user accounts, assigning roles and permissions, and managing access to data. With proper user management, you can ensure that your team members have access to the data they need … Read more

Follow these simple steps to reset the password of a Salesforce User. It is a very simple process that should only take you one minute if you are already sitting at your computer. THINGS YOU WILL NEED To reset User Passwords you will need ‘Reset User Passwords’ permissions. Read more here. Table of Contents1. Access … Read more

As a Salesforce Administrator or Salesforce user – from time to time you might need to engage with support representatives of Salesforce, or a vendor who has contributed to your Salesforce Org (e.g. Form Stack, SMS Magic) when you experience a technical issue. In many cases, the support representative managing your case will ask you … Read more