How to deactivate a portal user in Salesforce?
Create a permission set called “ Ability to Deactivate a Portal User.” Go to Setup | Permission Sets, click on the New button. This permission set will include the Ability to Deactivate a Portal User custom permission, the ability to View All Users and to Assign Permission sets.
How do I deactivate a community user account?
Navigate to a contact record with a community user. Click on the Deactivate User Account button.
How do I delete a community?
You cannot delete the Community, but you can mark it Inactive so that no one can access it. Use the Community Management page for that Community to change its Status. I hope it will be helpful.
How to get the current user’s ID in Salesforce portal?
We need to create a formula resource to get the current user’s Id. In the formula “Insert a resource” field, you can look up current user information with $User. The end result is {!User.Id}. We need to create a formula resource to see if the user has the custom permission “Ability to Deactivate a Portal User.”
Can you deactivate an account in Salesforce?
You can deactivate users, but you can't delete them outright. Deleting a user can result in orphaned records and the loss of critical business information. Deactivating a user prevents access but preserves all historical activity and records. From Setup, in the Quick Find box, enter Users , then select Users.
How do I activate an inactive community in Salesforce?
Click Administration | Administration. Click Activate. Click OK. Note To ensure your contributors can access Experience Builder and Workspaces in an inactive community, enable the “Modify All Data” permission.
What happens when a Salesforce user is deactivated?
Deactivated users are no longer assigned to territories and are removed from the territories they were assigned to. Deactivated users are removed from the default opportunity and account teams of other users. The deactivated users' default opportunity and account teams aren't removed.
Why we Cannot deactivate user in Salesforce?
You can't deactivate a user that's assigned as the sole recipient of a workflow email alert. You can't deactivate a user that's selected as a Customer Portal Administrator . Deactivated users lose access to any records that were manually shared directly with them, or implicitly shared with them as team members.
What does activating a community do?
Community Activation is a type of community engagement, building, and management that is based on a community-centered approach. The goal is to empower the community, so it can self-mobilize, self-organize, and determine the best way to reach its own goals.
How do I delete a community user in Salesforce?
Manually going to each Contact record, click on the Manage External User button and select Disable Customer User. Once you have disabled the user you can now click Delete and delete the contact.
What is the difference between deactivating and freezing a user?
"Freezing" only stops the user from being able to login. When you "deactivate," it frees up that salesforce license to be given to another user. Hope this helps you!
What are the two reasons a user Cannot be deactivated?
What are two reasons a user cannot be deactivated? The user is the recipient of workflow email alerts. The user is a customer community administrator. A user license determines the baseline of features that the user can access.
What are two reasons that would prevent a user from being deactivated?
There are some scenarios that will prevent a user from being deactivated if the user is:A user that is selected in a custom hierarchy field. ... Default workflow user.Default Owner of leads or cases.Automated case owner.Lead creator.Customer Portal administrator.They are the recipient of a workflow email alert.
When a user account is deactivated what will happen to its associated license?
When a user is deactivated in your organization, it will continue to count against the available licenses associated to managed packages that were previously assigned to the user.
Does Salesforce automatically deactivate users?
This time, we will create a checkbox field called “Qualifies for Auto-Deactivation.” We will set this to true on the user record for anyone associated to a profile that is subject to the auto-deactivation. This is one of the record filters used in the scheduled flow.
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