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How to Add Users in Salesforce

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Here's a step by step guide on how to add users in Salesforce:

  1. Go to Setup in the top right corner.
  2. In the Quick Find box, type Users and select it.
  3. Click New User: This initiates the user creation process.
  4. Fill in user details:‍
    • Enter the user's first and last name and email address (becomes username by default).
    • Choose a relevant Salesforce License that determines their access level.
    • Select a Profile that defines specific object permissions and functionalities.
    • Optionally, set a password and enable additional features like "API Enabled" if needed.
  1. Click Save to create the new user.
  2. Check the Generate new password and notify user immediately box.
  3. You can also assign additional roles for further permission control.
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