I was working as a Salesforce admin recently. Our organization hired new employees for the sales representative position, and the sales manager asked me to give them access to Salesforce to manage the sales application. For that, I created a new account for new employees and gave them access to the Salesforce Org.
Here, I explain what a user is in Salesforce and then show you how to create a user in Salesforce with an example and step-by-step explanation. Additionally, I will explain how to add multiple users in Salesforce.
What is a User in Salesforce?
In simple terms, anyone who logs into your Salesforce org is considered a user. Users are employees at any organization who need access to Salesforce’s records, such as managers, directors, IT analysts, etc. Even a customer or partner who needs and has access to the data in the Salesforce org is also a user.
You can create one user at a time and multiple users at the same time in Salesforce. Every user has a user account, which determines the services and information they can access based on their account settings.
Once a user is created, we can’t be deleted. However, we can uncheck the active checkbox from the user account to deactivate the user, or we can freeze that user.
How Many Users Can Be Created in Salesforce?
You can create as many users as possible according to the license availability in your Salesforce org. For example, if you have 100 licenses, you can create up to 100 users.
Moreover, as you know, you can create multiple users at a time in Salesforce. There is also a limit that you can only create a maximum of 10 users at a time, depending on the license availability.
Now, let’s move and learn the steps to create a user in Salesforce.
Create a User in Salesforce
Salesforce users with the System Administrator Profile can create new users, so you need to log in through the system administrator account. I explained how to create a new user in Salesforce in the following steps.
- Navigate to the Setup, search for Users in the Quick Find box, and click on it.
- To create a new user in Salesforce (single user), click the New User button.
- Enter the details in the mandatory fields. Below, I explained some information about these fields.
- First and Last Name: It is simply the first name and last name of the user.
- Username: Each user must have a unique username throughout Salesforce organizations.
- Email Address: Enter your email, and ensure the email is valid and accessible.
- License: A license defines the functionalities and features a user can access within the platform.
- Profile: It determines what users can do in Salesforce. Assign an appropriate profile that controls the user’s permissions and access to objects and fields.
- Role (optional): Assign a role to determine the user’s position within the role hierarchy and data access.