Rethinking User Management: Why It’s Time to Level Up
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Table of Contents
Salesforce user management goes far beyond onboarding and offboarding—every profile change, license assignment, record transfer, and deactivation adds up. User 360 brings all those tasks (and many more) into one native app, letting you automate user onboarding, offboarding, license optimization, record transfers, and environment sync from a single interface.
This preview shows you the key capabilities, the “Requests” hub that ties them together, and the real business impact you’ll see—so you can understand how User 360 transforms those dozens of manual clicks into seconds.
No more spreadsheets. No more manual clicks. Ready to see what lies beyond routine admin work?
Capabilities & Impact
Reusable Process Templates (15+ Actions)
Every time you piece together ad-hoc flows or scripts, you gamble with accuracy and consistency—one overlooked click can leave a new hire without critical access or a departed employee still holding sensitive permissions. Templates capture your exact, proven process once, then lock it in, so every run is bullet-proof and audit-ready.
What it does: You build your perfect user sequence in a visual canvas—e.g., “Create user → Assign profile & permission sets → Add to groups → Deactivate”—and save it as a template.
Impact:
- One-Click Runs: Every new request uses your exact process, eliminating guesswork.
- Version Control: Templates auto-version so you always know which steps ran.
Centralized Requests Hub
Scattered automations mean scattered visibility—admins waste time hunting down which Flow ran, whether it succeeded, or why some users were skipped. A unified “Requests” hub eliminates that chaos and keeps everyone on the same page.
What it does: From one “New Request” screen, you pick your template, add users (manually or via CSV), and hit Submit. You can then track each request—successes, failures, and skipped steps—without leaving the hub.
Impact:
- Instant Kickoff: Launch any user-management task (single or bulk) without navigating multiple screens.
- Clear Progress: Track each request’s status, results, and any skipped steps in one place.
Proactive License Optimization
Unused licenses quietly drain your budget until month-end audits expose them—often too late to recover costs. By automatically spotting license slack the moment it appears, you turn a hidden expense into immediate savings.
What it does: Automatically scans for inactive or under-used licenses on demand or schedule, then starts a reclamation request.
Impact:
- Cost Recovery: Find and reclaim up to 20% of wasted licenses without spreadsheets.
- Ongoing Visibility: See license slack as soon as it appears—not weeks later.
Credit-Based Execution
Without clear cost visibility, you risk surprise overages or underutilized automation capacity—and then struggle to justify ROI. Credits put a transparent price tag on each action, so you always know what you’ll spend before you run a workflow.
What it does: Each “pro action” (e.g., freeze user, remove permissions, transfer records) draws from your credit balance. The UI shows credits required before you submit.
Impact:
- Budget Certainty: Know exactly what each request will cost.
- No Surprises: Check Real-time credit to prevent unexpected overages.
Bulk & Instant Record Transfers
Manually exporting data or cobbling together scripts not only takes hours—it risks lost attachments and broken relationships. Instant transfers preserve entire record hierarchies in one swift action, so nothing falls through the cracks.
What it does: Click an “Instant Transfer” button on a user row or use a template to move Accounts, Contacts, and up to four levels of related records to a new owner.
Impact:
- Data Integrity: Transfer full record hierarchies without manual exports or imports.
- Speed: Complete complex handoffs in minutes, not hours.
Unified Manage Users Workspace
Flipping between active-user lists, inactive-user views, spreadsheets, and Flow screens fragments your process and doubles the risk of missing a dependency. A single workspace consolidates everything—so you launch actions and view dependencies without ever losing context.
What it does: Displays all users—active or inactive—in one grid with filters and multi-select checkboxes. From here you can start freeze, deactivate, or transfer requests and inspect which permission sets, process roles, or Flows reference each user.
Impact:
- Error Reduction: Freeze or deactivate dozens of accounts in seconds—no CSV uploads.
- Productivity Boost: Your team spends less time clicking and more on strategic projects.
Real-Time Triggers
Waiting for nightly batches or manual runs leaves new hires waiting for access and departing employees retaining privileges longer than they should—both of which pose serious security and productivity risks. Real-time triggers fire your automations the moment data changes.
What it does: Configure any template to launch automatically when a user record is created or a key field changes (e.g., “Department” or “Hire Date”).
Impact:
- Instant Actions: Onboarding and offboarding happen the moment data changes.
- Hands-Off Management: Automation handles the routine; your team focuses on exceptions.
Connected Org Execution
Inconsistent permissions between Production and sandboxes often lead to release-day failures and last-minute firefighting. Multi-org execution ensures your workflows run identically everywhere, so what works in Dev also works in Prod.
What it does: After a one-time OAuth link, run the same request across Production and any sandboxes—unsupported steps skip automatically.
Impact:
- Release Confidence: Keep dev, QA, and Prod aligned so deployments never fail due to permission drift.
- Scalable Rollouts: Roll out changes across any number of orgs with a single request.
Strategic Benefits at a Glance
- Save 40% of Admin Time: Automate the routine so your team can focus on growth.
- Eliminate License Waste: Reclaim seats the moment they go unused.
- Ensure Deployment Success: Synchronize environments without manual scripts.
- Simplify Governance: Versioned templates and request logs make reviews a breeze.
Get Started
Get started in under three minutes and see immediate ROI:
- Install User 360 from AppExchange (one click).
- Assign the built-in “User 360 License Manager” permission set.
- Connect your first sandbox (two clicks, one OAuth).
- Submit your first request—e.g., “Freeze & Deactivate”—and watch test accounts update and credits adjust in under three minutes.
Stop the manual grind. Deliver consistent, compliant user lifecycles at scale. Install User 360 today and redefine your Salesforce user management automation.
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