Salesforce Platform · Users and Permissions72 tasks
Configure Salesforce User Accounts
Create, clone, reset, deactivate and clean up admin and standard user accounts, so the right people have working logins with the right email, profile and permissions.
Method
How MeshMesh does it
- Creates a new user by following the pattern of existing users, with the matching profile, role and naming convention.
- Clones an existing user's setup, including profile and role, into a new user.
- Assigns permission set licenses, permission sets and permission set groups, checks the result, and reports which ones org license seat limits blocked.
- Sends a password reset email and checks the result with a summary artifact.
- Inside larger builds, creates users for colleagues on the licence the work needs, such as a Platform licence.
Once accounts exist, the next step is usually Configure User Permission Sets.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.