Creating a User

You can use FinancialForce Foundations to streamline the process of creating Salesforce user records. User details are stored in Foundations as user information records, which enable you to update a user record based on a scheduled job.

To create a user:

1. Navigate to the Create User tab. You can access this tab from the User Management app or from a link on the Foundations & Integrations Task Launcher.
2. Select one or more personas to determine role-specific information to apply to the user, such as permission sets, permission set groups, and licenses.
3. Enter the information for the Salesforce user that you want to create, such as their name and address details.
4. Specify whether you want to create a password for the user and notify them straight away. By default, the option to generate a new password is selected.
5. Click Create User. A Salesforce user record is created automatically with the details provided.