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6 Things The User Can 100% Control in Salesforce

Here's 6 things to teach your Users in Salesforce!

In today’s video, we covered 6 things that users in Salesforce can do themselves, without any help from an Admin. They’re super useful to refer to, so we’ve included the full list here. Feel free to print it off and refer to it when you need to!

#1: Changing your Password

Users can change their own password right from their personal settings. It’s super easy – just search for “Change my Password” in the quick find search box, and follow the instructions.

#2. Changing Language, Timezone, and Currency

Each user can set their own language, timezone, and currency preferences by searching for “Language and Timezone” in personal settings. They can even change their Locacle which controls things like date and address formats.

#3. Finding their Username

Sometimes users forget their username. It happens! Once they are in Salesforce, it’s always a good idea to store usernames and passwords in a secure password manager. Users can find their own username by going to their personal settings and checking out Personal Information.

#4. Notifications

Notifications can be a blessing or a curse. You either love them or hate them. This isn’t something that a Salesforce Admin needs to control for every user – they can set their preferences themselves! All they need to do is search for Activity Reminders in the quick search in personal settings and select from the list of notification options there. If they’re after Chatter Notifications, just search for “Email notifications”. All done!

#5. Email Settings

Users can set their own email signature in personal settings by searching for “My Email Settings”. You can decide which name you’d like to use for outgoing mail, which email you’d like the return address to be, and your email signature! Just know, it’s best to copy and paste your email signature from another source, since the font selection here is pretty basic.

#6. Users can add themselves to default Opportunity and Account Teams

If a user is the owner of an Opportunity, or sits above the owner of an Opportunity in the role hierarchy, then can create their own Opportunity Teams, add other users, and set the access level for their team members.

They can do this straight from the Opportunity by using the Opportunity Team related list, and directly share that Opportunity instantly. If they wanted to create a default Opportunity Team, that’s all set up and ready to be added to an Opportunity at a moment’s notice, they can do this themselves by going to personal settings, Advanced User Details and clicking on Default Opportunity Team.Once there you can add your default team, choose your users, select their roles and access, and you’re ready to go! You can even add them to all your existing opportunities if you like, or maybe just any new opportunities you create from now on. The exact same process can be used for Accounts, but on the Account record and searching for Default Account Teams instead in personal settings instead of Opportunities.

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User Management in Salesforce

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