User Information Fields
Here is a description of the fields that make up a user information record.
Key: * – Mandatory field; R – Read-only. The number indicates the number of characters that are allowed in this text field, where appropriate.
Field Name |
|
Description |
---|---|---|
Alias | * | Alias of the Salesforce user to be created or updated. |
* | Email address of the Salesforce user to be created or updated. | |
First Name | First Name of the Salesforce user to be created or updated. | |
Last Name | * | Last Name of the Salesforce user to be created or updated. |
Messages | Errors that occurred when applying the user information to the Salesforce user. | |
Salesforce User | Lookup to the Salesforce user to be updated with this user information record. When creating a user, leave this field blank and the user will be created with a name made up of the First Name and Last Name fields. | |
Profile Name | Name of the Profile to be applied to the Salesforce user. | |
Time Zone | The timezone ID for the Salesforce user. | |
User Notified | R | Indicates that the user has been notified that their Salesforce account is active. This checkbox is updated by Foundations when the Apply User Information scheduled job has been run. Foundations automatically deselects the checkbox when the user is deactivated by the Apply User Information scheduled job. |
Status | * |
The status of the information to be applied to the Salesforce user. If creating a user from the User Information tab, set a "Pending" status on records that you want to be processed by the Apply User Information scheduled job. For example, to create (and activate) the user, set the user information record status to "Pending Create". You can create a user without generating a password for them from the Create User tab. To do this, deselect the Generate New Password and Notify User Immediately checkbox. |
Username | * | Salesforce username for the user. This must be in the form of an email address. For example, john@acme.com. |
Company | Company of the Salesforce user to be created or updated. | |
Street | Street of the Salesforce user to be created or updated. | |
City | City of the Salesforce user to be created or updated. | |
State/Province | State or province of the Salesforce user to be created or updated. | |
Zip/Postal Code | Zip or postal code of the Salesforce user to be created or updated. | |
Country | Country of the Salesforce user to be created or updated. |
Buttons
Key: L – List view button.
Button Name | Description | |
---|---|---|
New | L | Creates a new user information record. |