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Create New Users and Delete Accounts Salesforce Trailhead Complete Guide | Protect Your Data Project
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👥 Need to manage users securely in Salesforce? In this video, we explore the Create New Users and Delete Accounts unit from the Protect Your Data in Salesforce project on Salesforce Trailhead. Learn how to handle user creation and account deletion while maintaining data security and compliance.
In this video, you’ll learn:
How to create new users in Salesforce with appropriate permissions.
Best practices for securely deleting user accounts while preserving data integrity.
Tips to manage user lifecycle processes efficiently in your Salesforce org.
0:01 - Introduction
0:35 - Module Overview
1:00 - Real-World Scenario
2:02 - Hands-On Walkthrough Overview
2:33 - Launch Playground
2:41 - Step 1: Create a New Profile Without Delete Permissions
4:20 - Step 2: Set Login Access Policies and Create New Users
6:26 - Assign Licenses to New Users
6:49 - Step 3: Allow a User to Delete Accounts Using Permission Sets
8:15 - Test the Permission
8:45 - Return to Trailhead to Confirm Challenge
9:11 - Summary of Key Learnings
This step-by-step guide is perfect for Salesforce Admins who want to manage user accounts while safeguarding sensitive data. Don’t forget to like, subscribe, and hit the bell for more Salesforce tutorials and best practices!
#Salesforce #UserManagement #DataSecurity #SalesforceAdmin #Trailhead #salesforcetutorial
In this video, you’ll learn:
How to create new users in Salesforce with appropriate permissions.
Best practices for securely deleting user accounts while preserving data integrity.
Tips to manage user lifecycle processes efficiently in your Salesforce org.
0:01 - Introduction
0:35 - Module Overview
1:00 - Real-World Scenario
2:02 - Hands-On Walkthrough Overview
2:33 - Launch Playground
2:41 - Step 1: Create a New Profile Without Delete Permissions
4:20 - Step 2: Set Login Access Policies and Create New Users
6:26 - Assign Licenses to New Users
6:49 - Step 3: Allow a User to Delete Accounts Using Permission Sets
8:15 - Test the Permission
8:45 - Return to Trailhead to Confirm Challenge
9:11 - Summary of Key Learnings
This step-by-step guide is perfect for Salesforce Admins who want to manage user accounts while safeguarding sensitive data. Don’t forget to like, subscribe, and hit the bell for more Salesforce tutorials and best practices!
#Salesforce #UserManagement #DataSecurity #SalesforceAdmin #Trailhead #salesforcetutorial