# New teammate. Fewer loose ends.

> Turn “can you set up their Salesforce access?” into a workflow you can follow, review, and finish with a clear record of what happened.

Canonical: https://headful.cloud/use-cases/user-onboarding

## Prepare the person, then review the details.

Choose the target org and enter the supported user fields. An agent can help prepare the draft; you review the exact inputs and explicitly choose Create. Salesforce validates the request, available licenses, and your authority.

Example prompt:

> Help me prepare a user for Maya Chen in UAT. Show me the required fields and leave the draft ready for my review.

## Keep access setup attached to the new user.

After Salesforce confirms creation, continue permission-set access setup in the same retained workflow. Check the user and org, review the assignments, and explicitly apply the supported changes.

## Know what succeeded.

Confirmed creation and assignments stay recorded if a later step fails. Read the receipt before continuing. An uncertain outcome needs reconciliation or direct Salesforce inspection before another change is prepared.

- [How reviewed changes work](https://headful.cloud/docs/reviewed-changes)

## Early access

Headful is a free Mac beta, Salesforce first. Public stable distribution is not available yet. [Join early access](https://headful.cloud/#waitlist).
