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Guidelines for Adding Users
Understand important options for adding users. Learn what to communicate to users about passwords and logging in.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Contact Manager, Essentials, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions |
- Your username must be unique across all Salesforce orgs, including trial and Sandbox orgs. The username must be in the format of an email address, for example, jane@salesforce.com. The email used in your username need not function or match the email address used for the account. You can have the same email address associated with your account across multiple orgs. For example, create unique usernames like jane@company.sandbox and jane@trialorg.company.com, for different accounts that are associated with the same email address. Keep in mind that Salesforce Customer Support can’t change usernames or deactivate users from an org. If you get a Duplicate Username error, check if the username is already in use in your production, trial, or Sandbox orgs. Deactivate or change the username for the user record, then create your account with your desired username in your production org. If you’re unable to change or deactivate a username, contact your Salesforce admin for help. If you’re unable to locate the org where the username is already in use, try a different username to create your account.
- If your name includes non-English characters and you use Outlook, add the specified language to the mail format settings within Outlook.
- The account verification link emailed to new users expires after 7 days, and users must change their password the first time they log in. Users who click the account verification link but don’t set a password need an admin to reset their password before they can log in.
- Not all options are available for all license types. For example, the Marketing User and Allow Forecasting options aren’t available for Lightning Platform user licenses because the Forecasts and Campaigns tabs aren’t available to Lightning Platform license users. Lightning Platform user licenses are not available for Professional, Group, or Contact Manager Editions.
- In Performance, Unlimited, Enterprise, and Developer Edition orgs, you can select Send Apex Warning Emails. This option sends an email to the user when an application that invokes Apex uses more than half of the resources specified by the governor limits. You can use this feature during Apex code development to test the amount of resources used at runtime.
- You can move users between profiles based on user licenses that have the same record sharing models. For example, you can move a Lightning Platform-based profile user to a Salesforce-based profile, or vice versa. The user sometimes loses permission access depending on what the user licenses permit. If you move a user with permission set assignments, the user is removed from the permission set. If you try to add the user back to the permission set, you receive a licensing error unless the new license allows the permissions.
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