Create a New User | ADX-201 Exam Study Guide

What is required to create a new user?

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What is required to create a new user?

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To create a new user in Salesforce, the following information is required:

  1. Unique Username in email format: A unique email address is required to create a new user in Salesforce. This email address is used as the username for logging into Salesforce. The email address should not be already used by another user in the organization.

  2. Locale Settings: Locale settings determine the language and regional preferences for a user. This includes the user's time zone, date and time formats, number formats, and currency symbols. Salesforce supports a wide range of locales, so you can choose the appropriate settings for your organization.

  3. Profile - Standard or Custom: A profile is a collection of settings and permissions that define what a user can do in Salesforce. It controls access to objects, fields, and other features within the organization. Salesforce provides standard profiles for different types of users, such as System Administrator, Standard User, and Read Only. You can also create custom profiles that are tailored to the specific needs of your organization.

  4. Role: A role is a hierarchical level that determines a user's access to records in Salesforce. Roles are used to define the reporting hierarchy and to control access to records based on that hierarchy. A user's role determines the records they can access and the records they can report on.

In summary, to create a new user in Salesforce, you need to provide a unique email address, set the locale settings, assign a profile, and define a role. This ensures that the user has the appropriate level of access and permissions to perform their job within the organization.