Salesforce Platform · Users and Permissions

Configure User Access

This capability covers creating users and giving them the right profile, role, licenses, permission sets and permission set groups.

82 tasks
Method

How MeshMesh does it

  1. Reviews the reference material and the code that needs changing, then builds a plan before implementing.
  2. Creates a new user that mirrors another user's profile and role.
  3. Assigns permission sets and reports the ones blocked by license limits or license incompatibility.
  4. Sends a password reset email to the new user.
  5. Investigates when a step fails, such as a password set through the REST API that did not go through, and checks what was actually provisioned.

Related: Configure User Permission Sets and Diagnose Salesforce Access Issues.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.