Inviting users to a project
Updated over a week ago

This article explains the best practices related to user management within the Salesforce 2.0 App.


This article explains the types of user personas for the Salesforce 2.0 App. Also, you will learn best practices related to user management within the Salesforce 2.0 App.

User personas

The following user personas are applicable when protecting data using the Salesforce 2.0 App.

  1. Cloud Administrators

  2. Salesforce Administrators

  3. Salesforce 2.0 App users

Salesforce 2.0 App Users Workflow

The Salesforce 2.0 App administrators and app users need to configure environments from the Environment Hub using their own Salesforce credentials. The Environment Hub is a unified interface to configure an environment by connecting to a Salesforce org.

If this user invites another user from within the Salesforce 2.0 App, the invited user must connect to the Salesforce org again. As the connection to a Salesforce org requires authentication using Salesforce credentials, invited users must establish this connection using their Salesforce credentials.

The Environment Hub interface displays the environments configured by the logged-in user only.

Licensing Prerequisites

Salesforce administrators must authenticate the production org to their license as follows:



Data backup license

Authenticate the production org for which you want to take a backup of data

Sandbox Seeding license

Authenticate the production org to copy the data between associated sandboxes of a production org

Best Practice

If you have a requirement to utilize the same Salesforce account across Salesforce 2.0 App users, then set up a service account according to your company policy. The team members can start using the application using the Salesforce service account credentials.


You can assign profiles to invited users. By default, the Salesforce App includes four user profiles:

  • Administrator

  • Developer

  • Project Manager

  • Tester

Each user profile contains default permissions. For more information about permissions, see Understanding Permissions.

For more information about profile types and default permissions for each profile, refer to the Profile Types and Default Permissions.

The permissions assigned to the user determine the access to application features.

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