How to Add Multiple Users in Salesforce

When you have many users, and you want to add them to Salesforce Org, and if you try adding them one by one, then it would be a time-consuming process, so we can use the Add Multiple Users feature to serve this purpose.

In this tutorial, we are going to learn about how to add multiple users in Salesforce. Instead of adding users one by one, Salesforce gives us the functionality to add multiple users. We will see how to add multiple users in Salesforce Lightning and Salesforce Classic.

Points to Remember while Creating Multiple Users in Salesforce

Before, we will start learning how to add multiple users in Salesforce. It is very important to know about some of the important considerations, such as:

  • We can add up to 10 Users at a time.
  • The maximum number of users you can add it will depend on your Salesforce Edition.
  • First, check on which license you want to add multiple users; it is necessary to have the availability of a license.

How to Add Multiple Users in Salesforce in Salesforce Lightning

Using the following steps we can add multiple users in Salesforce Lightning.

1. Go to Setup -> Quick find box -> Search “User” -> Click on “Users”.

Add Multiple User in Salesforce Lightning

2. In All Users you will find “Add Multiple Users” -> Click on “Add Multiple Users” button.

Users in Salesforce Lightning

3. Here you can see License availability, if licenses are available then you can add Users.

Check License Availability in Salesforce Lightning

3. Select User License, here I have selected “Identity” License. As you select the license, the next window will automatically populate.

Select License to User in Salesforce Lightning

4. Here, you need to fill out the required form.

  • First Name – “John”, Last Name – “Lobo”.
  • Email – “xyz@gmail.com”
  • Profile – here, I have used an identity user license.
  • Role – You can assign a role to a user, whatever the present is in the role hierarchy, or you can set it as <None Specified>.
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Like this, you need to fill up all 10 user’s information.

Adding Multiple User in Salesforce Lightning

5. Click on the check box to generate a password and send it to the user. After that, click on the Save button to save it.

Multiple Users in Salesforce Lightning

Your Multiple User will be created or added to your Org.

How to Add Multiple Users in Salesforce in Salesforce Classic

Using the following steps we can add multiple users in Salesforce Classic.

1. Go to Setup -> Quick find box -> Search “Users” -> Click on “Users”.

Add Multiple User in Salesforce Classic

2. In All Users you will find “Add Multiple Users” -> Click on “Add Multiple Users”.

Users in Salesforce Classic

3. Here, you can see license availability; if licenses are available, then you can add users accordingly.

4. Select User License from the dropdown. Here, I have selected the “Salesforce Platform” License. As you click on that, the next window will automatically populate.

4. Here, you need to fill out the required form.

  • First Name – “John”, Last Name – “Lobo”.
  • Email – “xyz@gmail.com”
  • Profile – here I have used a “Salesforce Platform user” license.
  • Role – You can assign a role to a user whatever the present is in the role hierarchy, or you can set it as <None Specified>.

Like this, you need to fill up all 10 user’s information.

Adding Multiple User in Salesforce Classic

5. Click on the check box to generate a password and send it to the user. Finally, click on the “Save” button to save all the created new users.

With this, we have learned how to add multiple users in Salesforce Classic.

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Conclusion

In this tutorial, we have learned to Add Multiple Users in Salesforce Org; along with this, we also learned about some restrictions and how we can add multiple users at the same time.

Moreover, we have explored step-by-step how to add multiple users in Salesforce Lightning and Salesforce Classic with examples.

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