Managing Salesforce Users
This article explains how to create and manage Salesforce user accounts in TargetX, ensuring proper access for your team while aligning with best practices around roles, profiles, and permissions.
Creating a New User
This procedure outlines the steps to create a new user in Salesforce. Administrators can grant access to new team members, ensuring they have the appropriate permissions and profiles assigned for their role. Proper user setup is essential for maintaining security, data access control, and smooth onboarding.
- Navigate to Setup and search for Users.
- On the User page, click New User.
- Fill out required fields (include field examples like Name, Email, Role, Profile).
- Choose the correct Role and Profile to match the user’s responsibilities.
- Apply appropriate permission sets if users need extra access
- Click Save; the new user receives their login and temporary password email.
For details on User Permissions, see the Salesforce Help & Training article User Permissions.
Lightning Features for Guest Users
The Salesforce setting, Lightning Features for Guest Users, is enabled by Default. TargetX products do not require Lightning features, so we recommend you turn this setting OFF to limit access to your Sites:
- Navigate to Setup and search for Sites.
- Click the Site Label.
- Click Edit.
- Uncheck the Field for Lightning Features for Guest Users.
- Save your changes.
Note: Be sure to create Sharing Rules for your Sites to grant appropriate access to guest users. This will ensure they can view or interact with necessary records while maintaining security and compliance.