User Information
Clicking the User Information tab displays the User Information home page.
More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
- From the list, you can click any username to go directly to its detail.
- Click New to create a new User Information record.
- To change the owner of one or more records, select the records you want to change from the list view then click Change Owner.
- To change the value of an editable field shown in the list double-click it, enter the value you want and click Save.
You create User Information records to specify the Salesforce users that you want the Apply User Information scheduled job to create, update, or deactivate.
User Information Records enable you to specify permission sets, permission set groups, package licenses and the Salesforce profile to apply when creating or updating users with the User Management app.
Once the scheduled job has completed, you can view the user information records to see whether the Salesforce user was successfully created, updated, or deactivated, and any error messages generated.