This is an excellent continuation of Video 1 for Salesforce User Management by Bradley Rice. If you are new to Admin and going through the Trailhead Admin Path, when you complete the User Management Module, pause and listen to this before you continue to the next Module. Essential concepts that you must understand and know in order to manage your daily work as an Admin. Another great video packed with useful Tips and Tricks. I suspect all his videos are going to be just as great.
Thank you so much for the series! Super interesting and intriguing to see real requests. Could you please tell us which software you use for your presentations/slides? Looks super clean and useful for online presentations!
Thanks again for this content - love seeing real life scenarios. Helps reinforce that what I learned through Trailhead is used in real life scenarios. Can't wait for next one!
Thanks so much for watching! The next video will release next week. Yes Trailhead is actually really useful as long as you can see how it's applied to real life!
@@SalesforceForEveryone I was wanting to know more about user deactivation in regards to integration, app logins, and step up items. Would you see this information in the user record?
Most of the time you won't see it on the User record. It's something you'll have to be aware of which is why you'll want to get approval and not make all decisions on your own!
Great video again Brad!! QUICK question, Do salesforce admins ever use the sandbox? Do salesforce admins only work in the production environment? Thanks a bunch!!
Yeah we work in the sandbox! When we're updating a major process builder or flow automation that could have an impact on users in the system we definitely want to test those and make sure they don't cause any issues prior to promoting those to production! Developers of course are forced to update code in a Sandbox so they spend much more time there than we do.
I’m curious on how this would work if you are only working part time. Do companies not get access to you during certain hours or do you just count every minute when you are actively working on something for the company and then bill them for the total time?
@@SalesforceForEveryone with my Salesforce experience I didn't have luck deactivate any users, yet ;) But in my other CRM I did it a lot. I like you idea of comparing trailheads vs "words out of someone's mouth." The first one is a step-by-step (but better to have than don't ) & the second is about: Hear > Filter with the best practice (or even your best practice where you have experience on > Approve > Realize.
Talking about deactivating users... would another potential way be to first “Freeze” the user in order to check the integrations, etc that they might be linked to before fully deactivating them? It won’t free up the license until they are deactivated, but would keep them from logging in, right? Just thinking in a case where you get asked to deactivate them “immediately”... this would buy you some time to check things out before the “real” deactivation. Is this a common Best Practice? I have seen questions like this on some Admin Practice Exams. Thanks!
If you freeze the user that will also break the integration. Salesforce doesn't really know it's an integration so if the User is frozen it wouldn't work. I've personally never used a freeze. I could imagine someone being frozen because they are on PTO or on maternity/paternity leave etc...
@@SalesforceForEveryone Nice! Thanks for the info. Wasn’t aware that freezing them also breaks the integration. Learn something new everyday. Much appreciated and looking forward to the next video.
Consider other tools like a Marketing Automation Platform, Zapier, MuleSoft, Jitterbit etc... these are all tools that require you to sync data between systems using a Username and Password from a Salesforce User. So if you deactivate a Salesforce User who's login credentials are used for these tools to connect with Salesforce it will immediately break those integrations.
Thank you! Yes it's so much about helping individuals understand what they should expect to see, we're so used to seeing step-by-steps based on what trailhead tells us but it's amazing how confusing emails like this can be to individuals their first week or first couple of months on the job. Emails like this can take an hour to troubleshoot because you're sitting around clicking the reset password button but they still aren't getting the email or they still aren't able to log in and you can't figure out why. It all seems so simple but when you understand how to think through the issue you can realize a reset password email may not really need a password reset at all!
Can you please get deeper into how deactivating a user affects integrations, etc? Are you saying that if the user is deactivated, the username and password for them won't work anymore? Sorry, I'm confused by this.
So these integrations actually "login" with a specific username and password. Best practice you would have a separate login and license but not everyone does this. So they use a Users login credentials to support the integration. This means when that User is deactivated the integration can no longer login and it breaks the integration. This is why integrations should have their own login credentials to avoid this type of issue. Does that make sense?
When setting up a new user, why would you have to go back to the requestor...wouldn't there be a procedure in place so that in the original request they can give the name if another user with the same/similar access requirements? Why would you need to cut & paste the access...isn't there a 'copy user' function!? Not possible to deactivate a user in advance (from a date in the future)?
There might be a procedure there might not. Depends on the company you work for. There is not a clone/copy User function, which is truly unbelievable but is true.
@@archiewoosung5062 you absolutely can and should. Now getting a manager to follow that process is a different story. Also with small and midsize businesses they don't want you telling them exactly how to do their jobs, they want to send a request and you do the work. Too many standardized processes can often frustrate managers if you push back saying "follow the process". At the end of the day following a good standardized process would be ideal, real world isn't always that simple.
I'm sorry you're not finding value in my content. I do put a ton of effort into these free resources and hope you find another creator who you align more with their style!
Bradley is quite literally the most impactful creator in the Salesforce space and helped myself and over 1000 other people land jobs last year. If you don't like the content just move along, no need to voice negativity with no constructive angle. You literally just made the world a little more negative today on a channel that serves people freely. I wish you the best of luck with that energy in the Salesforce Ohana.
