Create and edit Salesforce users

Overview

This article documents how to set up Skedulo users in Salesforce.

Step-by-Step Guide

Step 1

Log in to Salesforce as an administrator.

Step 2

Add a new user:

  • Using Salesforce Classic: Go to Setup > Manage Users > Users.
  • Using Salesforce Lightning: Go to Setup > Users > Users.

Step 3

Enter the user’s details (complete all required fields marked red):

  • First Name.

  • Last Name.

  • Email Address.

  • Username (This must be in the form of an email address. Salesforce will use the user’s email address by default).

  • User License (set it to Salesforce Platform).

  • Profile (set it to Standard Platform User. The profile can be changed if you are using a custom profile).

  • Users Address details (optional).

  • Set the Skedulo User Type:

    • Resource (disables the user from being able to access https://app.skedulo.com).
    • Scheduler (enables the user to access https://app.skedulo.com).
    • Administrator (grants the user access to the Skedulo web app admin settings).
  • Click Save.

Step 4

Edit the user’s permission set assignments:

  • Using Salesforce Classic: Go to Setup > Manage Users > Users.
  • Using Salesforce Lightning: Go to Setup > Users > Permission Sets.

For scheduling staff, use the scheduler permission set.

For resources, use the resource permission set.

For all others assign the baseline permission set as a minimum requirement.

Step 5

Assign the user a Skedulo license.

  • Using Salesforce Classic: Setup > Installed Packages > Sked.
  • Using Salesforce Lightning: Setup > Apps > Installed Packages > Sked.

Add users as required (Note, the Skedulo package has a limited number of user licenses).