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Create a new user - Sales and Dealing

General fields

Field

What’s it for

What can I put here?

How do I decide?

License

Full or partial license

Salesforce, Chatter

It’s always “Salesforce” for us

Role

Controls security based on hierarchy

Go to setup->Manage users->Roles and select “expand all” then find the correct role

Compliance/Risk/Ops and the Treasury Risk roles cover most of back office

Profile

Controls permissions, very important

Select a profile

See table below How to choose the right profile

Username

This is always their email address

Email

Email

Email

Email

Email

Email

Nickname

This will be created for you

 

 

Alias

This will be created for you

 

 

Service Cloud user

Checkbox gives access to Case mgmt

A check

Always check it

Manager

To route approval requests

Their manager’s name

Should be on the new starter form (if it’s not then we should add it)

BOS username

HR use this to match SF user data with People

firstname.lastname

Keep it simple, no special characters etc.

Timezone

Any time-based processes

Choose the right one from the list

Common sense

Sales specific fields

Field

What’s it for

What can I put here?

How do I decide?

SuMo desk

Aggregating SuMo points into desks

This is a text field, not a lookup, so you need to get the values from Alex

We should add this to the new starter form, but check with Alex if you’re stuck

Player

Activates them on SuMo

Check the box

If it’s Sales check it, if Dealing don’t

Head of Desk

Routes approvals, and for Birst reports

Their HoD, or if they are HoD then their Country Manager

“Reports to” from New starter form

Contact Centre

Adds the NVM pad

Click the lookup and it will show it

Always add it if they need to use NVM

NVM Agent ID

Creates the link from NVM into SF for call times etc.

Their NVM ID

As above

FO Role

Birst reports

It’s a picklist

New starter form

FO Start Date

Birst reports

The date they started

New starter form

Team Leader

Birst reports

If they are going to report to a SS2 (like Oli Rix or Chris Briant)

We should add this to the new starter form

BD Start Date (or whatever role the start as)

Birst reports

The date they began their role

New starter form

Post creation steps for Sales and Dealing

Account Team

We need to add their HoD and Country Manager to the “Default account team”. This is for Birst.

Go the the Default Account Team section on the user record.

Then add the HoD and the Country Manager as below, make sure to check the two checkboxes. Give read/write permissions on all objects.

...and Save it.

Territory

They need to be added to the right territory as well. Go to Setup->Manage Territories->Territory Models. Find the right country territory, go to Manage Users and add the new user.

How to choose the right profile

What do they do?

Location

Profile

BD, SS1

London

Level 4 Standard UI

BD, SS1

Not London

Level 4

HoD, SS2

London

Level 3 Standard UI

HoD, SS2

Not London

Level 3

Dealer

Anywhere

Level 3 Dealer

Country Manager

Anywhere

Level 2

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