Automatically assign Opportunities owned by inactive user to their manager.
- Check IsActive field for the User.
- If IsActive field is false then fetch all the opprotunity own by this user.
- Select the Manger of this user.
- Assign Manager Id to OwnerId field of Opportunity.
- Update Opportunity.
How to assign inactive user as owner of record in Salesforce?
According to this documents in salesforce Spring 15 release inactive users Create or Edit Records Owned by Inactive Users. But you try to assign any inactive user as the owner of the record .You can't assign inactive user as the owner of the record in Salesforce.
Why do I need to display Records owned by inactive users?
It is common for organizations to need reports that will display records that are owned by users who have been made inactive. The most common use case for these reports is to identify these records so they can be reassigned to active users.
How do I update records with inactive owners?
Update Records with Inactive Owners - Update owner and sharing-based fields on records with inactive owners. Because these permissions give users the power to alter sensitive record data, we’ve placed them behind an organization preference called “Enable Set Audit Fields upon Record Creation and Update Records with Inactive Owners.”
How do I report only leads owned by inactive users?
Create the desired report adding the filter "Lead Owner: Active equals False" to your report filters. This filter will ensure only leads owned by inactive users are displayed within the results. Was this information helpful?
Can you assign records to inactive users Salesforce?
Salesforce does give us the ability to assign a record to an Inactive owner but there are couple of settings that need to be set to be able to do so. First, in the User interface settings, check the check box “Update Records with Inactive Owners” user permission.
How do I find a list of inactive users in Salesforce?
Selecting Users In the upper left of the dialog is an option to Select Users. This will allow you to find up to 2500 Users for the report. The Users can be active or inactive and can have any Salesforce license.
How do I delete an inactive user in Salesforce?
To remove the user from the opportunity team, you must first reassign the split percentage. If Chatter is enabled and you deactivate a user, the user is removed from Following and Followers lists. If you reactivate the user, the subscription information in the Following and Followers lists is restored.
How can I tell if a Salesforce user is active?
How to find Active users count, Inactive users count and whether users are assigned to the profile in Salesforce?for ( Profile objProfile : [ SELECT Name, ( SELECT Id, IsActive FROM Users ) FROM Profile ORDER BY Name ] ) {Integer activeCount = 0;Integer inactiveCount = 0;for ( User objUser : objProfile.Users ) {More items...
How do I list all active users in Salesforce?
In the user list, you can view and manage all users in your org, partner portal, and Salesforce Customer Portal.
What happens when a user is deactivated in Salesforce?
Deactivated users lose access to shared records immediately. Users higher in the role hierarchy continue to have access until that access is deleted asynchronously. If that visibility is a concern, remove the record access that's granted to the deactivated users before deactivation.
What is the difference between freeze and deactivate in Salesforce?
"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.
What happens to records when that owner is deactivated in Salesforce?
Deactivating the user doesn't affect the records they owned until ownership is transferred to others. All the user's overrides remain, but they're frozen.