Step 1: Log in
Go to your Salesforce login page and sign in with your credentials.
Once logged in, click the 9-dot square “App Launcher” icon in the top-left corner.
In the search bar, type “User Management” and select it.
Step 2: Create a New User
In the User Management page, click Create New User in the top-right corner.
Step 3: Fill Out Required Fields
Enter the following information:
First Name (required)
Last Name (required)
Email (required)
Title (required) → select from available options
Timezone (required) → select from available options
Start Date – format as
Dec 31, 2024
Step 4: Configure Store Settings
Default Store Number (required) → select the user’s primary store.
All Store Locations – click the search icon to add additional stores the user should have access to.
Step 5: External Systems Access
Check the boxes for systems the user should have access to in addition to Salesforce:
ERPLY POS
SMS True Dialog Store
New Intake App – Version 2 Access
Step 6: Federation & Codes
Fill in the following IDs (if applicable):
Federation ID – used for account creation / SSO
ERPLY Employee ID
RICS Salesperson Code
Step 7: Save
Review all entered information.
Click Save to complete user creation.
Confirm the user record has been created successfully.