Salesforce Users are grouped together in Skuser in an object called ‘User Pool’ – where each user is represented by a Pool Member.
The Pool Member object is a junction between User Pool and User objects.
A User Pool can be configured to allow Pool Members to self-service their activation to Salesforce CRM (using User Pool record type ‘Salesforce’) or to an app within Salesforce (using record type ‘App’).
Currently, only Salesforce CRM activations are supported.
User Pools include settings that are specific to the record type.
Salesforce User Pools
Pool Members in Salesforce User Pools may time-share access to Salesforce Licenses with other members of the same User Pool.
When creating an Salesforce User Pool, you must specify parameters that control behaviour of the activation/deactivation process.
User Activation Request Email Address
Upon installation, Skuser creates an Email Service which is used to handle incoming email request from users requesting activation. When a User Pool of record type ‘Salesforce’ is created, a unique email address is provisioned and associated with the Email Service.
The email address is saved on its related User Pool record and can be used by related Pool Members to request activation.
The email address is unique to your Salesforce Org and to the User Pool within your Salesforce Org.
Our recommendation is that you create an alias the email address in your company’s corporate email address book so that your users can easily find it.
E.g. Activate Sales Team <0001@qwzotm4ro712randomhwy85vb1860ydjk.4l-drbqx9f.um21.apex.salesforce.com>
When creating an User Pool, do not type in an email address into the Activation Pool Email Address field OR change the email address that is automatically placed in this field.
Controlling the Number of Active Users
The Max Active field on the User Pool object is a numeric field to store the maximum number of Pool Members that Skuser will make active in that User Pool.
If activating a Pool Member would increase the number of active Users in the User Pool to above Max Active, Skuser will only activate the Pool Member if another Pool Member in the same User Pool permits their deactivation.
Automatic Deactivation of Users
User Pools include option to automatically deacThe Max Active field on the User Pool object is a numeric field to store the maximum number of Pool Members that Skuser will make active in that User Pool.
If activating a Pool Member would increase the number of active Users in the User Pool to above Max Active, Skuser will only activate the Pool Member if another Pool Member in the same User Pool permits their deactivation.
Creating Multiple User Pools
Skuser includes the ability to create 1 User Pool, however you may additionally license multiple pools to help you segment your user base and refine user activation/deactivation.
For example, if you have 20 Salesforce Users and of these, you would like a maximum of 10 to be active at any point in time, then you can…
- Create a User Pool of record type ‘Salesforce’
- Associate 20 Salesforce Users to this Activation Pool by creating 20 Pool Members.
However, if you have 20 Salesforce Users of which only 10 may be active at any point in time, but these 10 are split across two teams (e.g. Sales Team and Service Team) such that only 5 from each team may be active at any point in time, you would need 2 User Pools:
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- A User Pool for your Sales Team with 10 Pool Members and Max Active set to 5
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- One User Pool for Service Team with 10 Pool Members and Max Active set to 5
As noted above, each User Pool has a unique email address that its Pool Members use to request activation within their pool.