How to Create User in Salesforce

User

Users are employees at any organization who need access to the organization's records in Salesforce. Sales executives, managers, and IT workers all have user accounts that identify them and determine their user account settings, including which features and records they can access.

A user account must contain a username and password to access Salesforce records. Other fields are:

  • First and Last Name
  • Email Address
  • Username
  • License
  • Profile
  • Role

How to Create a User in Salesforce

The user must log in through the System Administrator account to create the new user.

Here, We are going to create a new user named Arrify Test

Total Time: 10 minutes

Go to Setup

U1 1

First, go to setup -> Quick Search Users

New User

U2

Click on New User button

Fill Details

U3

Fill user's details
Alias - By default, It is the first character of the First Name and the First Four Letters of the Last Name
Username - It must be Unique all over the Salesforce org, and should be in email format
Role - You can specify the role to the user according to the requirement
License - Select a license for the user according to the requirement
Profile - Select a profile for the user
Click on Save

This user will get an email to set a password.

Reset Password (If needed)

U4

Reset the password of the newly created user
Admin can reset the password by clicking on the Reset Password button & an email will be sent to the user email ID that is provided while creating a user using this email user can set the password now.

User is Created

U5

A New User is created.
Once the user is created, it can't be deleted. It can be marked as inactive only.

Ultimate Guide on Account

FAQ's

Which user can create a new user in Salesforce?

Salesforce users with a System Admin profile can create new users in Salesforce.

How do you delete user in Salesforce?

Once a user is created, it can't be deleted. You can uncheck the active checkbox to disable the user.

References

Add New Users Unit | Salesforce Trailhead
Manage User | Salesforce Help

Kritik Garg

Kritik Garg

Freelance Salesforce Developer & Consultant

Kritik Garg is a highly skilled Salesforce developer and consultant with a proven track record of successfully completing projects of various sizes and complexities, from short-term assignments to long-term partnerships. He is the founder and CEO of Arrify, and is available to work on projects in the United States, United Kingdom, and Australia.
If you are looking for Salesforce Assistant, contact Kritik now.
Kritik has extensive experience working with various industries, including banking, healthcare, education, telecommunications, and manufacturing. He is an expert in Salesforce Sales, Service, and Marketing cloud, and is skilled in programming and developing various Salesforce features, such as APEX Programming, Lightning framework, VisualForce pages, Triggers, Workflows, Page Layouts, Roles, Profiles, Reports & Dashboards.

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