Activating Users

Within SFDC and Express you need to have four key items checked before a user can get access to Express:

1. Make sure that the user is active in Salesforce. Set up a user in SFDC and activate their account by giving them a SFDC License
   • SFDC > Setup>Users>User Detail > Edit
   • Check “Active”

     

2. Give a user access to Express by giving them an Express License in SFDC
   • SFDC >Setup> Installed Packages > Scroll to Latitude39 Express
   • Manage Licenses > Add Users

   *If you would like a User to be on a plan, but NOT let them have access to Express, skip #2. 

   

3. Add them to the Express application
   • SFDC > Express > Setup
   • Manage Users
   • Checkbox next to the reps name > assign a role

     

4. Assign Express Users to Comp Plans

• Click the Plans tab > Edit Plan > Define Plan
• Select a plan and check the boxes to assign users.
• Click 'Save' 

Summary:

1. 1. Make sure that the user is active in Salesforce. Set up a user in SFDC and activate their account by giving them a SFDC License
   2. Give a user access to Express by giving them an Express License in SFDC
   3. Add them to the Express application
   4. Assign Express Users to Comp Plans