Creating a User
You can use Certinia Foundations to streamline the process of creating Salesforce user records. User details are stored in Foundations as user information records, which enable you to update a user record based on a scheduled job.
To create a user:
- Navigate to the Create User tab. You can access this tab from the User Management app or from a link on the Foundations & Integrations Task Launcher.
- Select one or more personas to determine role-specific information to apply to the user, such as permission sets, permission set groups, and licenses.
- Enter the user’s first and last name.
- Check or update the alias. By default, the alias is populated from the first letter of the first name and the first four letters of the last name.
- Enter the user’s email address.
- Check or update the username. By default, the username matches the email address you provided.
- Select a profile for the user.
- [Optional] Enter the name of the company associated with the user.
- Enter the user’s time zone.
- Enter the user’s address details.
- Specify whether you want to create a password for the user and notify them straight away. By default, the option to generate a new password is selected.
- Click Create User. A Salesforce user record is created automatically with the details provided.