Finding a Salesforce User ID

Do you have new Staff Members? You can add your new Staff Member to Salesforce to so that they have access to COACH using the following Help Articles:

• SHARE & LEARN Access: Adding and Removing Your Staff
• Salesforce and COACH App Access: Adding and Removing Your Staff
• Twilio Access: Adding and Removing Your Staff

Finding a User ID

If your COACH Users also have SHARE/LEARN access, we can link the two accounts by using their Salesforce User ID. For this to work properly, the same email address has to be used for both the User's Salesforce/COACH account as for their SHARE/LEARN account. 

From the User Profile:

1. Log into your organization's Change Machine instance and click on the Setup icon. Select Setup to access the Salesforce backend settings.
   
   
2. In the left-hand side menu, navigate to the Users section and then click on Users.
   
   
   
3. Click on the name of the Staff Member to open their User Detail page.
   
   
4. In the Address bar of your browser, while on the User Detail page, the URL should look similar to this:
   
   https://<YourInstanceOrMyDomainHere>.lightning.force.com/lightning/setup/ManageUsers/page?address=%2F00530000003xqAb%3Fnoredirect%3D1%26isUserEntityOverride%3D1
   
   The %2F00530000003xqAb% part of the URL contains the User ID of the profile you are currently looking at. A User ID is a 15 character combination of letters and numbers between the %2F and %.
   
   
5. Send a Chat message to the Change Machine Tech Support Team with the name of your new Staff, email address, and their User ID. This information is needed to link their accounts to access SHARE and LEARN using the SHARE and LEARN buttons within COACH.

Creating a User Report:

1. After logging into Salesforce, click on the Reports tab.
   
   
2. Click New Report to create a new Report.
   
   
3. On the Choose Report Type window, use the search box to search for Users and choose the report type that contains only Users. Click Continue to modify the new Report.
   
   
4. In the Outline Tab, add the User ID field to your report.
   
   
   1. You can remove the Username, Alias, and Last Login fields if you do not need to view this information. Click the X to the right of the field name to remove the field from the report.
   2. If your report preview is not updating as your make changes, toggle the Update Preview Automatically button under the Save buttons to see the changes occur as your make them to your report.
      
      
5. In the Filters Tab, make the following changes:
   
   
   1. Change the Last Login field to Created Date.
   2. Update to the View field to show Active Users, Inactive Users, or All Users. Generally you will only need find the User IDs of Active Users.
      
      
6. Click Save or Save & Run if you want to save this report for later use. You can also only click Run if you do not need to save this report and only need User IDs in the moment.
   
   
7. After you have created your report, you can copy and paste the User ID(s) that you are looking to find.

To learn more about navigating Setup, click here to learn from this Salesforce training module: Setup: Quick Look (estimated 10 minutes)

• Learn to Use Setup and the Object Manager:
  • Identify the navigational features in Setup Home.
  • Use Quick Find to locate Setup pages.
  • Use the Object Manager to customize objects.