Separating duties limits the power of any one person or entity so that you can help
prevent a single point of failure. For example, you can have two or more administrators who have
responsibilities for administering different portions of your org. If you have only one
administrator, consider assigning a backup person to the role. You can give the backup person
the same access that your primary administrator has.
Required Editions
| Available in: both Salesforce Classic
and Lightning Experience |
| The availability of each permission set license depends on the edition
requirements for permission sets and the related feature. |
While the practice of having one person perform all administrative duties can make sense, it
can lead to troubles. For example, what if:
- Your administrator falls ill, and a mission-critical change must be made to your org.
- Your administrator left your company on unhappy terms but is the only person who has the
administrator profile credentials.
Prevent possible problems by ensuring that more than one person can perform key
administrative tasks. Consider implementing a process to ensure business continuity if your
sole administrator is unavailable. You can also delegate administration tasks by assigning a
delegated administrator.
- Define Delegate Administrators
Enable delegated administrators to manage users in specified roles and all subordinate roles. You can assign specified profiles to those users, and log in as users who have granted login access to administrators. A delegated administration group is a group of users who have the same admin privileges. These groups are not related to public groups used for sharing.
- Delegate Administrative Duties
Use delegated administration to assign limited admin privileges to users in your org who aren’t administrators. For example, let’s say you want the Customer Support team manager to manage users in the Support Manager role and all subordinate roles. Create a delegated admin for this purpose so that you can focus on other administration tasks.
- Delegate Site Administration to an External User
Delegate the administration of your site to an external user to increase your site’s capacity for growth and reduce bottlenecks. External administrators can add, update, and disable members, and they can reset passwords and manage user permissions.
