Users & Profiles

Users & Profiles

Users

A user is anyone who logs in to Salesforce.

Users are employees at your company, such as sales reps, managers, and IT specialists, who need access to the company's records.

Every user in Salesforce has a user account. 

The user account identifies the user, and the user account settings determine what features and records the user can access.

Each user account contains at least the following:

Username - The username must be formatted like an email address and must be unique across all Salesforce organizations. It can be the user's email address, so long as it is unique.

Email Address - 

User's First and Last Name

License - 

A user license determines which features the user can access in Salesforce. 

For example, you can allow users access to standard Salesforce features and Chatter with the standard Salesforce license.

But, if you want to grant a user access to only some features in Salesforce, you have a host of licenses to choose from. 

For example, if you have to grant a user access to Chatter without allowing them to see any data in Salesforce, you can give them a Chatter Free license.

Profile - 

Profiles determine what users can do in Salesforce. They come with a set of permissions which grant access to particular objects, fields, tabs, and records.

Each user can have only one profile.

Don't give a user a profile with more access than the user needs to do their job. You can grant access to more items the user needs with a permission set.

Role (optional) - 

Roles determine what users can see in Salesforce based on where they are located in the role hierarchy.

Users at the top of the hierarchy can see all the data owned by users below them.

Users at lower levels can't see data owned by users above them, or in other branches, unless sharing rules grant them access.

Roles are optional but each user can have only one.