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Managing Salesforce Users

Creating a New User

  1. Navigate to Setup and search for Users.​
  2. On the User page, click New User.
  3. Complete the form and Save it to create a new user.
  4. The user will get an email with their username and temporary password. They can begin using the CRM right away.

Note: Ensure that you select the correct values for the user if you are using Roles and Profiles. 

 

 

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