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).
Use permission sets for access restriction
It is not recommended that you use a custom profile for access restrictions. Access restrictions should be handled via a permission set/permission set group. See Manage user permissions.
Any changes or restrictions from the default profiles should be thoroughly tested prior to use in a live production environment to ensure that all features/functions of Skedulo work as designed. -
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).
- Resource (disables the user from being able to access
-
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).
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