The purpose of this Section is to provide a step by step procedure for User Configuration in the CORE CRM application, in compliance with Solvay Information Security Policies.

This procedure applies to:

• CORE CRM Salesforce.com IS Solution
• All CORE CRM end Users and their GBU User Responsible
• IT users: both Solvay internal employees working for IS and external IT subcontractors

• New User: a new user is when there is no user Account (Active or Inactive) for that user’s email address.
• Multi-GBU Access: when a User needs access to data from more than one GBU, this scenario can be mainly found in SBS and MBU organizations, but also inside GBUs. There are specific rules to follow when granting this type of access.

Confirm that Freshdesk Ticket is for New User Creation and that it contains the User creation template attached and it's well filled in.

 If request is clear, then proceed to User Creation Procedure.

Check in the Access Matrix the Team in charge of granting the requested access, if needed escalated to the concerned team.

Start User Creation:

Go to Setup → Manage User → Users → Click ‘New User’ button

Make Sure that the username has the correct termination :

• For PROD: email address.crm
• For UAT email address.crm.uat

Fill in:

• Role: the approved Role (might be different from template after request analysis done in step 0)
• Profile: the approved profile (might be different from template after request analysis done in step 0)
• Check the Box: Force.com Flow User
• Check the Box: Salesforce1 User

Fill in the Mailing Address section

if not provided at user template, you can use a reference user working in the site

Update the Comment field following the below format:

Date / Action / Agent  / Ticket number

Fill in the User Organization Information (for Reporting) section:

• HR GBU/Function: GBU where user belongs on HR point of view
• Organizational Role: Role inside CRM Application
• Interface Key: PC windows ID

Fill in the Additional SF Access Settings section:

• GBU =Default GBU / Commercial Roadmap
• BU = if needed, you can specify the User BU.
• Transactional Pricing Tool Role = will define the role that user will have at pvelocity tool
• Multi-GBU Access: Insert GBU Names which User has access to.

Fill in the fields in the Qlikview section:

Use the CORE CRM Access Matrix to identify if additional Permission Sets/Public Goups/Other Considerations are required (please note that Access Matrix is a working document)

•  How to add a Permission Set
• How to add a Public Group

Once the new user is created, you need to make sure he/she get access to the Packages:

1. iTools Configuration Manager

2. iTools Customizable Account Hierarchy

These two packages enable the user to Access the Corporate Account Hierarchy view.

To assign the new user to 2 packages above, Go to:

For each package press ‘Manage Licenses’.

Note: This step could be also done from the user page after saving or for further checking purposes.

Select the user you have just created. When you select a user, he is added in the second part of the screen.  So click on ‘Add’.

Add the user to the following chatter group : ONE Solvay CRM

To proceed:

• open the chatter group
• click on "Add/Remove members"
• use the lookup field to find the user
• click on Add

PS: it concerns only Community & End users, in Production

Add the user to the following chatter group : CRM Tips & Tricks 

To proceed:

• open the chatter group
• click on "Add/Remove members"
• use the lookup field to find the user
• click on Add

PS: it concerns only Community & End users, in Production

Dina Mendes

 IS CRM Analyst

Dina Mendes

 IS CRM Analyst

Dina Mendes

 IS CRM Analyst

 (Security Lead)