User 360 Introduction

In the world of Salesforce administration, the user object stands tall as one of the pivotal standard objects that administrators interact with daily. Understanding Salesforce user management, along with the nuances of this object, is paramount.

For Salesforce administrators, maintaining controlled access to Salesforce and its associated data is crucial. Maximizing the available functionality to manage users efficiently is key to smooth operations.

However, the manual aspects of user management in Salesforce can quickly become overwhelming, especially when faced with repetitive tasks like creating, maintaining, and controlling users, not to mention managing licenses.

User360 steps in to alleviate these challenges by automating the manual user management processes.  

Configurations

1. Process Templates: Administrators can craft predefined templates tailored to specific use cases, simplifying tasks such as user onboarding, role changes, and exits.
2. License Optimizer: This feature empowers users to set up optimization strategies to manage license usage efficiently. Whether it's scheduling optimizations to run daily, weekly, or monthly, User 360 ensures optimal license utilization.
3. Transfer Records: Facilitating seamless record transfers between users or consolidating records from multiple users into one, this feature provides flexibility using existing templates or creating new ones.
4. Manage Users: Offering a comprehensive list of all users in the organization, this feature enables actions such as freezing/unfreezing, activating/deactivating, and efficient record transfers.

Connected Organizations 

Connected Organizations Setup allows User 360 to connect to multiple Salesforce orgs, making it easier to manage requests and actions across different environments. This feature supports a unified workflow for administrators handling multiple Salesforce instances, though some actions like Transfer Records and Approval Process are limited to single-org operations. 

Credit Overview 

Credit Overview enables administrators to manage and track credits used in the submitted request. This system ensures transparency by allowing administrators to monitor credit consumption and refunds in real-time. 

Requests

To initiate requests, administrators need to have predefined process templates in place. Upon request creation, users will find the following options on the request page:

1. Request Details: Providing a breakdown of each step and its corresponding fields from the process template used to generate the request.
2. Logs: Recording all activities from submission to execution or cancellation, ensuring a comprehensive audit trail for accountability and transparency.
3. Actions: Offering additional functionalities such as editing the request, submitting it for processing, or executing it immediately for faster task completion.