Join Christopher Matthew Spencer for an in-depth discussion in this video Handling login challenges, part of Learning Salesforce Admin.
- [Instructor] A common and essential Salesforce…administrative task will be handling user login challenges,…and these can range from password resets…to session timeouts.…First of all, let's go ahead and cover a password reset.…You need to be signed in, and we're starting…from the Home tab, and we'll go ahead and head over…to the gear cog icon on the right-hand side.…Go ahead and click that, and then click Setup.…And then over on the left-hand side in the Quick Find,…type in the word users and then select the Users menu option…from here.…
Now let's select a user from the menu,…and we're going to select a user…who's been having some login issues,…and we'll go ahead and click on the first one.…Soren's been having trouble logging in,…and what we do is we scroll down…and go down here to this last section here,…and you'll see the Login History.…And very clearly, the problem is Soren has forgotten…the password for this account, and it's that's simple.…There's no other reason why there's a problem…getting in there.…
And so, what we'll do is we'll scroll back up,…
AuthorChristopher Matthew Spencer
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Intermediate
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1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
6. Data Management
7. Data Security
Next steps1m 14s
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