Managing users in Salesforce CRM

All users in your organization with access to Salesforce CRM require a username, an e-mail address, a password, and a profile along with an active user license.

Depending on the features your organization has purchased, you may have user options such as Marketing, Service Cloud, and Mobile, which give particular users the ability to access other features that are only available with a specific user license. A user can be assigned to one or more of these options.

You can also create and manage other types of users outside your organization by applying the appropriate licenses that provide limited access to your Salesforce organization, as detailed later in this chapter.

In association with the user license, you can govern all user's access to data using the options available in either the profile settings or the sharing features.

Profile settings control access to applications and objects while sharing features control access to specific records.

To navigate to...