Lock and Unlock User Accounts in Salesforce

Unlocked the User Account in Salesforce Lightning

In Salesforce, the locked user mainly points to the temporary Salesforce restricts that user from logging in to Salesforce Org. We need to unlock that user to allow them to log in to Salesforce Org. In this Salesforce tutorial, we are going to learn about Lock and Unlock User Accounts in Salesforce. Additionally, we will … Read more >>>

How to Grant Access Using Hierarchies in Salesforce

Check Grant Access Using Hierarchies in Salesforce Classic

In Salesforce, Grant Access Using Hierarchies ensures that users who are at a higher level have access to records owned by lower-level users in the role hierarchy. In this article, we are going to learn about how to grant access using hierarchies in Salesforce, and we are going to discuss why there is a need … Read more >>>

How to View and Edit Password Policies of Profiles in Salesforce

Modify Password Policies in Salesforce Classic

In the Salesforce CRM, as a part of maintaining a secure environment, system admins need to ensure robust password policies, and for that, it is required to edit the Password Policies of profiles in Salesforce org. according to the requirements to ensure security. We will discuss the method to View and Edit Password Policies of … Read more >>>

How to Create Scoping Rule in Salesforce

Create a New Scoping rule in Salesforce

In Salesforce, creating Scoping Rules allows us to control the records that users see based on the criteria that we have defined in the Scoping Rule. In this Salesforce tutorial, I will explain how to Create Scoping Rule in Salesforce. In that, we will see What the scoping rules are in Salesforce and how to … Read more >>>

Organization-Wide Defaults in Salesforce | How to Set the Org-Wide Sharing Defaults for Users in Salesforce

OWD Record Level Security In Salesforce

Do you want to learn about Organization-Wide Defaults in Salesforce? In this Salesforce tutorial, I will explain how to Set Org-Wide Sharing Defaults for Users in Salesforce. It is possible to Set the Org-Wide Sharing Defaults for Users in Salesforce lighting and Salesforce Classic. What is OWD (Organization-Wide Defaults) in Salesforce? OWD (Organization-Wide Defaults) is … Read more >>>

How to Freeze and Unfreeze User in Salesforce

Salesforce Freeze a user account in Classic

In this Salesforce tutorial, we will learn to Freeze and Unfreeze a user in Salesforce. The feature of freezing and unfreezing a user account is available in both Salesforce Lightning and Salesforce Classic editions. Freezing a User Account in Salesforce In Salesforce, we have a feature to freeze the user account a user, preventing that … Read more >>>

How to Add a Chatter Component to Record Page in Salesforce Lightning

Salesforce Lightning Add Chatter to the report page

In this Salesforce tutorial, we will learn to add a chatter component to a record page in Salesforce. The feature of adding or removing a component like Chatter from the pages is only possible in Salesforce Lightning. Chatter in Salesforce In Salesforce, Chatter provides a platform for users to collaborate and communicate within the organization. … Read more >>>

How to Check User Licenses in Salesforce

Salesforce Classic Manage User Licences

In this Salesforce tutorial, we will learn to check User Licences in Salesforce. With this, we can see, how many licenses we have used and how many of them are available at the moment. We see the way to check user licenses in Salesforce Lightning and Salesforce Classic. User Licenses in Salesforce In Salesforce, licenses … Read more >>>

How to Deactivate Salesforce User

Remove an User in Salesforce Classic

In this Salesforce tutorial, we will learn to Deactivate Salesforce Users in an org. We will see the process of deactivating a user in Salesforce Lightning and Salesforce Classic editions. We also discuss the considerations that we should be aware of while deactivating a user in a Salesforce organization. User Deactivation in Salesforce In Salesforce, … Read more >>>

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