User Management

Optimize the user experience in Salesforce and help your teams be more efficient

Get Started With User Management

Read
How to Troubleshoot User Access with SOQL
Watch
The Future of User Management (TDX 2025)
Learn
User Management Core Responsibility

Latest Blog Posts

Overcome access dilemmas with permission sets

Use Permission Sets To Overcome Common Access Dilemmas

As an Awesome Admin, it’s probably in your nature to look for any way to optimize a process or situation! As part of that never-ending desire for optimization, I would bet that you’ve spent a lot of time thinking about your permissions setup in Salesforce. Salesforce provides multiple ways to grant permissions to users, each […]

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User management enhancements Winter '25

User Management Enhancements | Winter ’25 Be Release Ready

Winter ’25 is almost here! Learn more about user management and check out Be Release Ready to discover more resources to help you prepare for Winter ’25. We’re continuing to innovate in Setup starting with user access and user management. We have several exciting enhancements in store for Winter ’25–many thanks to your feedback and […]

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Troubleshoot user access with SOQL

How to Troubleshoot User Access with SOQL (Beginner Friendly)

Awesome Admins, we know that troubleshooting user access is a common task. You’re frequently asked questions like “Why can Jane access this field, but John can’t?” or “Why can John view this record when he shouldn’t be able to?” In Summer ’24, we introduced helpful summary views for users, public groups, permission sets, and permission […]

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Videos

Get Agentforce Ready: Move From Profiles to Permission Sets | How I Solved It

Welcome to another “How I Solved It.” In this series, we do a deep dive into a specific business problem and share how one Awesome…

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Podcasts

Learn on Trailhead

Module
3,100 points
Control access to data using point-and-click security tools.
1 hr 50 mins
Module
1,100 points
Use permission set groups to bundle permission sets for a job function.
40 mins
Superbadge
2,000 points
Troubleshoot user access issues based on a scenario.
1 hr

Documentation
See documentation with flow charts and user access explanations.
Trailblazer Community
Learn from peers in the community.
Who Sees What Series
Explore admin basics on visibility and user access in Salesforce.
AppExchange
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