Course: User Management in Salesforce

In today’s video, we’ll take a look at Profiles in Salesforce. Profiles are a massive part of managing the access and visibility of data for Users in Salesforce. They control …

In this video we’ll cover the most expensive part of Salesforce; Licences! Licences in Salesforce are the main point of cost for any company. Different Licences give you access to …

In this video we’ll be covering one of the most core concepts of Managing Users in Salesforce; Logins and Passwords. We’ll cover the different ways you can control when, how, …

In this video, we’ll be covering the following topics: What is a User in Salesforce? What’s the User Account, and what information is stored there? How can we add new …

In today’s video, we’ll cover an interesting and powerful tool; Groups and Sharing Rules in Salesforce! We’ll walk through an examples scenario that explains a good use case for Groups …

In today’s video, we’ll take a look at Roles and Hierarchies. Roles and Hierarchies are another tool within Salesforce that we can use to share data access with different Users. …

In this video, we’ll cover the best friend of Profiles…Permission Sets! We like to think of Permission Sets as a lot like Santa…can you work out why? We’ll take a …

In our final video, we’ll cover 4 of the most common issues Users have with Salesforce, and how you can solve them. These issues cover everything from Logins, to Passwords, …

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 …