Add or Delete a User (Salesforce)

User Permissions Needed

• To Add a User: You need to be an Administrator, or have the Add Users permission enabled.
• To Delete a User: You need to be an Administrator, or have the Manage All Users permission enabled.

Add a Single User

1. From the navigation bar, click Settings > Users, Profiles & Teams
2. Navigate to Users and click Add
3. Search for and select the desired user from the list.
4. Click Add selected to Conversica 
5. Complete the user's Basic Settings, and anything additional you want to add. For full descriptions of the fields click here.
6. If you would like to customize the user's alerts, click Alert Settings and make your selections
7. If your user is an Admin or Manager, you can click Team Settings and select which teams this user should manage
8. Click Save. The user will receive a confirmation email to confirm their user profile. If the user has dashboard access, this email will prompt them to set up a username and password.

Note: Available fields are pulled from Salesforce e.g., First Name, Last Name, Email Address, etc.

User Field Descriptions

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Add Multiple Users

When adding multiple users, they will all be assigned the same profile. Ensure you only add multiple users when they share a role.

1. From the navigation bar, click Settings > Users, Profiles & Teams.
2. Navigate to Users and click Add.
3. Select the desired users from the list.
4. Click Add selected to Conversica.
5. When the Add Multiple Users modal is displayed, select the desired profile to apply.
6. Click Add Users.

Note: Once Add Users is clicked, each user will be activated. When this occurs, all available fields are pulled from Salesforce, and the selected profile is applied.



Note: The link in the confirmation email will expire after 14 days. If the user is attempting to access the link after that time, Resend the New User Confirmation Email.

Add a Salesforce Queue (optional)

You may add Salesforce queues instead of Salesforce users. Adding a queue follows similar steps to adding a single user or multiple users, depending on how many queues you select.

1. From the navigation bar, click Settings > Users, Profiles & Teams. 
2. Navigate to Users and click Add.
3. From the display drop-down click Salesforce Queues.

Adding a Single Queue

1. Select the desired queue from the list.
2. Click Add selected to Conversica. 
3. Complete the required fields, and anything additional you want to add. For full descriptions of the fields click here.
4. Click Save.

Adding Multiple Queues

When adding multiple queues, they will all be assigned the same profile. Ensure you only add multiple queues when they share a role.

1. Select the desired queues from the list.
2. Click Add selected to Conversica.
3. When the Add Multiple Users modal is displayed, select the desired profile to apply.
4. Click Add Users.

 Delete a User

1. From the navigation bar, click Settings > Users, Profiles & Teams.
2. Search by name or email to locate the user you wish to delete.
3. Hover over the user and click Delete.

If the user does not have assigned leads: 

4. Click Delete User.

Continue to Step 5 if there are leads currently assigned to the user: 

5. A warning message will appear. Click Select User to show a list of reassignment options. 
   1. You may reassign their leads to a colleague from the list of users who have permission to work leads. 
   2. You may select Round Robin and either reassign the user's leads to All Reps or to a Team.
6. Click Continue.
7. Click Delete User.