User management templates determine the user management template data to be applied to users and the plugin to carry out the action.
User management templates are made up from records in Salesforce custom metadata types. These custom metadata types are supplied with the User Management app:
- User Management Template
- User Management Template Data
- FDN Plugin
You can create new templates by managing records in the supplied custom metadata types. For more information about custom metadata types, see the Salesforce Help.
Plugins are provided to apply the following:
- Licenses
- Permission sets
- Accounting companies (Accounting users only)
You can also create your own custom plugins. For more information, see Creating User Management Templates.
Example
In your organization you have a Billing Clerk and a Billing Supervisor. To manage their permission sets using the User Management app, create a user information record for each of them, and assign user management templates to the records.
|
User |
User Information record |
User Management Template |
Purpose |
|---|---|---|---|
| Abby Green, Billing Clerk | agreen | BC_Basic | Assign a permission set with basic access to Billing Central. |
| Jan Rizos | jrizos | BC_Basic | Assign a permission set with basic access to Billing Central. |
| BC_Super | Assign a permission set with supervisor access to Billing Central. |