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Add or Change a Salesforce System Administrator

게시 일자: Oct 13, 2022
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Whenever there’s a need to change a Salesforce admin, have another system administrator create a new system administrator user (for the new administrator to use) and deactivate or freeze the previous system administrator's login (if they're no longer with your company).

It’s recommended as a best practice to ensure to have more than one system administrator at any given time so that disruptions in service are avoided if one of the Salesforce admins is unable to log in or are no longer with the company

Note: If you can't access the profile for your only system administrator, use the steps in our Unable to change your Salesforce System Administrator article.

To see this information in video format, watch the following:



 

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Create a new System Administrator User In Salesforce Classic and Lightning Experience:


Note: If there are no available User licenses, the administrator must temporarily disable a user using the steps in our Deactivate (Delete) Users documentation. After the new administrator has been created, deactivate or freeze the previous system administrator's user record and reactivate the record that was temporarily deactivated.
 

1. Go to:

Salesforce Classic: Setup | Manage Users | Users
Lightning Experience: Setup | Users | Users


2. Click New User then enter your new User details.
3. In the 'User License' field, select Salesforce
4. In the 'Profile' field, select System Administrator
5. Select Generate new password and notify user immediately.
6. Click Save.
7. Log out of Salesforce (select your name | Logout)
8. Follow the steps in the email sent to the email address entered for your new admin User. Make sure to click Verify.
9. Log in to Salesforce as the new system administrator. 


If you need further guidance on the above steps, review Add a Single User. Note: remember to set the Profile field to System Administrator.


Deactivate the previous System Administrator User


After the new System Administrator has been created and logged in with the new credentials, deactivate or freeze the previous System Administrator's user record using the steps in our Deactivate (Delete) Users documentation.

If receiving an error when deactivating the previous system administrator, follow the steps in the article: System Administrator deactivation errors.


See also:
The Salesforce Admin

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