Creating a Salesforce system administrator account

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When you sign up for SaaS Backup for Salesforce, you can use your existing Salesforce system administrator account, or you can create a new one.

  1. Log in to Salesforce with your existing system admin account.

  2. To switch to the classic experience, click on View Profile, then click switch to Salesforce classic. This is optional.

  3. Click on the Setup tab.

  4. Under Administer, click Manage Users and then click Users.
    Image shows search for users under Administer

  5. Under Users, click New User.

  6. Fill in the requested information with the following guidance:

    1. Keep the Role empty.

    2. Under User license, choose Salesforce.

    3. Under Profile, choose System Administrator.

    4. Check the following:
      Image shows check box checked Marketing
      Image shows check box checked Offline
      Image shows check box checked Service Cloud
      Image shows check box checked Salesforce CRM content users.

  7. Click Save.

  8. In Users, click on your newly created account and click Reset Password.

  9. Go to your email account to confirm and verify your new account.
    The link provided will prompt you to create a password for your account.

  10. Log in to Salesforce using your new account credentials to activate the account.