Chapter 2. User Management and Organization Administration

This chapter starts with an overview of your company's profile settings, followed by role hierarchy and profiles in Salesforce. We will also discuss permission sets, various ways to set up users for an organization, and key concepts related to it. We will learn about public groups and the queue and its significance. Later, we will go through the Freeze user concepts, how to unlock user accounts, and finally brief you about the personal setup. All these concepts are very important as they are a one-time setup and will dictate how your Salesforce organization will work in accordance with your organization structure.

The following topics will be covered in this chapter:

• Setting up company information
• Multiple currencies, and the fiscal year and customizing it
• Setting up business hours and their effects
• Holiday settings and language settings and their importance
• The significance of roles and profiles
• Permission sets
• Setting up users
• Locking and unlocking users
• Freezing a user's account
• The benefits of a login history
• Groups and their uses
• Queues and their significance
• Personal setup