Creating a Salesforce test user is an important step to ensure the security and accuracy of your data. A Salesforce test user can be used to explore different features of the software and practice creating new objects, managing users, and writing code. Test users provide you with a secure environment to play around with Salesforce without risking any actual data.
Step by Step Instructions:
- Log in to Salesforce as an admin or System Administrator
- From Setup, enter “Users” in the Quick Find box then click on “Manage Users”.
- Click “New User” at the top right corner of the page.
- Fill out all required fields such as first name, last name and email address.
- Select “Generate New Password” and select “Send welcome e-mail to the new user immediately”.
- Select a profile for your test user from the list of profiles available in your organization. This will give them access to different objects, fields, applications and tabs as configured by you or Salesforce administrator.
- Click “Save & New” at the top right corner of the page to create another test user or click Save to finish creating one test user.
- Log out from Salesforce with your admin account and log back in with the new test users credentials provided in their welcome email to complete their setup process.
- Once logged in successfully, your test user can access the objects, fields and applications that were configured for them.
- When you no longer need the test user or want to create a new one, simply log out with the test users account and delete it from “Manage Users” page.
Creating a Salesforce test user is a great way to ensure accurate data and secure environment for testing different features of Salesforce without risking any real data. With just few simple steps, you can create and manage multiple test users in your organization with ease. So what are you waiting for? Go ahead and start creating those test users today!
Creating a Salesforce test user is an important step in testing applications built on the Salesforce platform. Test users allow you to test out features and functionality without risking your real account. Creating a test user in Salesforce requires logging into the environment, creating a new user, assigning permission sets, and then granting access to the app or feature you’re trying to test by using salesforce development tools.
This guide will walk you through each step needed to create a test user for use in Salesforce.
Step 1: Log In To Your Environment
The first step when creating a test user is logging into your specific Salesforce instance. You should log in with your regular username and password (or API credentials if applicable).
Step 2: Create a New User
Once logged in, you will need to create a test user. This can be done by navigating to the ‘Setup’ page and then clicking on ‘Manage Users’. From there, click on the ‘New User’ button and fill out all of the required fields. Make sure that you choose the appropriate profile or permission set for your test user as this will determine what functionality they have access to.
Step 3: Assign Permission Sets
The next step is assigning any additional permission sets to your test user. This can be done from within the same area where you created the user. Navigate to ‘Permission Sets’ and assign them accordingly.
Step 4: Grant Access to App or Feature
The last step is granting access to the app or feature you’re testing. This can be done by navigating to the ‘Profiles’ page and then clicking on the profile that was assigned to your test user. From there, you can customize the settings for each app or feature.
Conclusion:
Creating a Salesforce test user is an important step in testing applications built on the Salesforce platform. By following these steps, you should have no problem creating a new test user and granting them access to any applicable apps or features. This will ensure that your tests are accurate and reliable.