Peakline's company is set up. Now Jason, Sarah and David need to log in. That means users, and every user needs a license.
Users and licenses
- A user is a person who logs in to Salesforce, with their own username and password.
- A user license decides which Salesforce features that user can use.
Your company buys a set number of licenses, and each active user takes one. You can see how many are left on the Company Information page.
Adding a user
- In Setup, go to Users and click New User.
- Fill in the name, email and a unique username.
- Pick a user license, and a profile, which controls what they can do.
- Save. Salesforce emails them a link to set their password.
Freeze or deactivate
You can't delete a user in Salesforce, because their records would lose their owner. Instead, you have two options:
| Action | What it does |
|---|---|
| Freeze | Stops them logging in right away, but they keep their license |
| Deactivate | Turns the user off for good and frees the license for someone new |
Say a temp worker at Peakline is leaving on Friday, but their deals still need a new owner. Jay freezes them today, so they can't log in, then deactivates them once the deals have moved.
Recap
- A user is a person who logs in, and each one needs a license.
- Add users from Setup, with a license and a profile.
- You can't delete users. Freeze to stop logins fast, and deactivate to free the license.
Now you try
In your org, open Company Information, and find how many Salesforce licenses you have left. Share the number in the video's comments, or reply STUCK.