SALESFORCE CHANGE USERNAME


For enterprises using Salesforce as their Customer Relationship Management (CRM) system, user security is of the utmost importance. Verifying the identity of users is a key component to ensuring data-security, and changing the username of existing users is one powerful way to do this. This article describes the process for how to change your Salesforce username, as well as outlines the impact of the change from a Salesforce Release Management, Salesforce Data Backup and Recovery, and Salesforce Security solution standpoint.

Who Can Change a Salesforce Username?

Only Salesforce Administrators have the authorization to change user usernames. This is typically done with the Salesforce Setup menu, which is available within the Salesforce Web Console. Once you have logged in as an Admin to the setup menu, find “Manage Users” under the Administration Setup header menu.

What is the Process for Changing a Salesforce Username?

The process for changing a Salesforce username is relatively straightforward. After the Admin has logged in to the Salesforce Setup menu, they can access the Manage Users page by clicking on the “Manage Users” header menu option under the Administration Setup section. On the Manage Users page, they are presented with a list of all the Users currently set up in Salesforce.

When the Admin locates the intended User, they can click on the User’s name to open the User’s details page. From this page, the Admin can then change the username by selecting the “Change” radio button located to the right of the username field. Upon selecting “Change,” the Admin will be presented with a textbox where they can enter a new, unique username for the User. After the new username has been entered, the Admin must click on the “Save” button to apply the change.

What is the Impact of Changing a Salesforce Username?

From a Salesforce Release Management, Salesforce Data Backup and Recovery and Salesforce Security perspective, changing a User’s username can have substantial implications. All existing permissions and access assigned to the Username will be removed, so the Admin must apply the old a username’s permissions and access rights to the new username before the change is complete. Additionally, any API-enabled applications that have been tied to the User’s username may stop functioning, so be sure to update the applications accordingly. This is particularly important for those who are using a Salesforce Release Management solution, as changes to a User’s username can have a direct impact on the release process.

In conclusion, Salesforce Administrators can change a User’s username by accessing the Manage Users page from within the Salesforce Setup menu. However, as changing usernames can have an impact on Salesforce Release Management, Salesforce Data Backup and Recovery, and Salesforce Security, Admins should use caution when making this change. With the right preparation, however, the process can be a straightforward and safe.

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Faizan Ali
Salesforce Consultant at Turnitin