š„ Recap & Recording of Salesforce Meeting Summary for Team Gamma in Users Management and Data Security : ( Tuesday: 13/01/2026)
Meeting Summary: Tuesday Team Gamma -Users Management and Data Security Date: January 13, 2026Duration: 131 minutes Topic: Users Management in Salesforce Key Topics Covered 1. Introduction to Users Management Users management is the process of creating, maintaining, and controlling user access in a Salesforce environment. The session distinguished between: - Front-end users: Customer service representatives, sales representatives, and managers - Back-end users: Salesforce administrators, architects, business analysts, and developers 2. Creating Users - Users must have required fields filled (marked in red) to be created successfully - Username is the most critical fieldāmust be unique, alphanumeric, and follow email format (e.g., name@company.com) - Alias can be arbitrary (3-4 characters) - License assignment is essentialādetermines which profiles a user can access - Role assignment is optional during user creation 3. Licenses and Profiles - Developer orgs come with 4 Salesforce licenses (the most powerful type) - License type determines available profiles - Profiles define what users can do in the organizationāthink of them as departments - Every user must have a profile; you cannot exist in Salesforce without one 4. Profile Customization Custom profiles are created by cloning standard profiles. Key customization options include: - Login Hours: Restrict when users can access the system (e.g., 8 AM - 7 PM) - IP Ranges: Limit access to specific office IP addresses - Password Policy: Set expiration periods, complexity requirements, and login attempt limits - System Permissions: Enable features like multi-factor authentication 5. Role Hierarchy - Structures visibility in the organization - Users higher in the role hierarchy can access records of their subordinates - Enables data visibility based on organizational structure 6. Permission Sets - Grant additional privileges without changing the original profile - Useful for temporarily extending user capabilities for specific assignments - Can be assigned with time limits - Avoid giving admin-level permissions (View All Records, Modify All Records, View All Fields) to regular users