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Guided Selling
Salesforce Administration
User Management and Permissions

User Management and Permissions

Role:
Salesforce Administrator

This section contains everything related to user management. Learn how to grant access, choose the right permission set for each role, share records effectively, and configure working hours so automatic actions run when users are available.

How-To-Articles

Grant Guided Selling Access to a User
Assign a license in the Admin Console and permission sets in Salesforce
Guided Selling Permission Sets
Choose the right permission set for admins, agents, and automated entrance criteria
Sharing Records and Record Visibility
How record visibility and sharing affect what users see in Guided Selling
User Business Hours
Set working hours so automatic email actions send at the right time
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