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Skill Hub

Salesforce User Management

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Salesforce - Create a User In-App Walkthrough

<p>In Salesforce, a "User" refers to an individual who has access to and interacts with the Salesforce platform. Users play a crucial role in various aspects of Salesforce, particularly in the context of managing customer relationships, sales processes, and data.&nbsp;</p>

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Salesforce - Create a Profile In-App Walkthrough

<p>&nbsp;"Profile" is a fundamental component of user management and security. It is a collection of settings and permissions that determine what a user can and cannot do within the Salesforce platform.&nbsp;</p>

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Salesforce - Create a Permission Set and assign to a User In-App Walkthrough

<p>&nbsp;"Permission Set" is a powerful feature that allows administrators to grant additional permissions and access to specific users, beyond what is defined in their profile. Permission Sets are designed to provide a more granular and flexible way to manage user access and permissions.&nbsp;</p> <p><br></p> <p><br></p> <p><br></p> <p><br></p>

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Salesforce - Create a Role In-App Walkthrough

<p>Roles are a way to group users and define their access to data. Thes are designed to increase data visibility, to open up access to Salesforce records. One will have a baseline visibility set for each object in ones org, known as the ‘org wide default’&nbsp;</p>

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