How do I activate a user in Salesforce?

Reactivate a User

1. Navigate to the users portion of setup: Classic: Setup | Manage Users | Users. Lightning: Gear icon | Setup | Administration | Users | Users.
2. Look for the name of the User to reactivate.
3. Click Edit beside the name of the User.
4. Select the ‘active checkbox. ‘
5. Click Save.

How do I give someone access to my Salesforce app?

To assign apps:

1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
2. Select a permission set, or create one.
3. On the permission set overview page, click Assigned Apps.
4. Click Edit.
5. To assign apps, select them from the Available Apps list and click Add.
6. Click Save.

How do I enable mobile users in Salesforce?

From the full Salesforce site, go to Setup | Manage Users | Permission Sets | New in Salesforce Classic. In Lightning Experience, go to Setup Home | Users | Permission Sets | New. 2. On the resulting page, create a name for the Permission Set and select Salesforce as the User license, then click Save.

Can I reactivate a user in Salesforce?

Yes, you can. Just un-select the ‘Active’ checkbox on their account and save the user record.

What happens when you activate user in Salesforce?

Salesforce prompts users to verify their identity when they access Salesforce from an unrecognized browser or application. Identity verification adds an extra layer of security on top of username and password authentication. The Activations page lists the login IP addresses and client browsers used.

How do I assign permissions to a user in Salesforce?

1. From Setup, enter Users in the Quick Find box, then select Users.
2. Select a user.
3. In the Permission Set Assignments related list, click Edit Assignments.
4. To assign a permission set, select it under Available Permission Sets and click Add.
5. Click Save.

How do I assign a user to the Lightning app?

If you are using the Enhanced Profile User Interface:

1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
2. Select a profile and click Assigned App.
3. Click Edit.
4. Select Default next to the Lightning app.
5. Click Save.
6. Log out and log in again.

How do I setup a Salesforce Mobile App?

Get Started with the Salesforce Mobile App

1. Identify the flavors of the Salesforce mobile app available to you.
2. Log in to your Salesforce org from the mobile app.
3. Switch between different Salesforce orgs from the mobile app.
4. Navigate around the Salesforce mobile app and work with your data.

How do I access Salesforce Mobile?

After you install the app, launch it from your home screen and log in to your Salesforce account. Create a security PIN if you’re prompted to do so. Tip Make sure you’re logging in to the correct Salesforce org.

How do I enable app guidance?

If you just want to see the in-app guidance, you can always preview all in-app guidance from the setup page using the row-level action Preview. To test in-app guidance by logging in as a specific user: From Setup in Lightning Experience, in the Quick Find box, enter In-App Guidance, and then select In-App Guidance.

Is in-app guidance free in Salesforce?

You don’t have to purchase a license to create, preview, or package walkthroughs. Note the restrictions on user visibility of the walkthroughs you create in the Install and Manage section. If the package includes a custom profile that isn’t part of your Salesforce org, the in-app guidance is installed.