Slaesforce FAQ

how to deactivate license in salesforce

by Jaylan Stokes Published 2 years ago Updated 2 years ago
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static void removeInactiveLicenses (User [] records) { User [] inactives = new User ; for (User record: records) { if (!record.IsActive) { inactives.add (record); } } if (!inactives.isEmpty ()) { delete [SELECT Id FROM PermissionSetAssignment WHERE AssigneeId IN :inactives AND PermissionSet.IsOwnedByProfile = FALSE]; delete [SELECT Id FROM PermissionSetLicenseAssign WHERE AssigneeId IN :inactives]; delete [SELECT Id FROM UserPackageLicense WHERE UserId IN :inactives]; } }

From Setup, in the Quick Find box, enter Users , and then select Users. Click the name of the user whose permission set license you want to remove. In the Permission Set License Assignments related list, click Del next to the permission set license that you want to remove, and then click OK.

Full Answer

What happens if you don’t deactivate a Salesforce user?

Typically this happens when someone exits the company or no longer needs a license. On the surface this may sound easy to do but when you don’t perform best practices to deactivate a Salesforce user then the consequences can effect your Salesforce org. 1. Freeze the User

What happens to the license when a user is deactivated?

The license assignments remain when a user is deactivated. However, you can write a trigger or Process Builder (via a flow) to remove those assigned licenses when a user is deactivated. This is how we keep our license count for paid licenses to just active users.

How long does it take to change Salesforce license to another?

I had two users with the salesforce license but one was not system admin. I changed the other one to another license. If you have this problem and fix it it will take 5-10 for the change to be completely done. I tried the challenge immediately and it failed.

How to check the total number of licenses in Salesforce?

you can check the total Licenses and used Licenses by looking into Setup -------> Administer ->CompanyProfile --> Company Information. The username is unique across all salesforce orgs.

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How do I deactivate a Salesforce user license?

From Setup, in the Quick Find box, enter Users , then select Users. Click Edit next to a user's name. Deselect the Active checkbox, and then click Save.

Does deactivating a Salesforce user free up a license?

User de-activation does not release a license to be reused if the org had more active users than it has license for. Normally, when a user record is deactivated, the license that was in use can be re-used for another user of the same type. In some cases, however, user deactivation does not release a license to re-use.

What happens to Salesforce license when user is deactivated?

Deactivate User: Deactivating a user in Salesforce means that user will not be deleted from the system but will no longer be able to log in to Salesforce and their records can be transferred to another user. They cannot be part of workflows or part of any automated processes.

How do I deactivate Salesforce?

0:050:42How to Deactivate a User in Salesforce Lightning #DF17YouTubeStart of suggested clipEnd of suggested clipClick on settings icon. Click on setup click on users select users on this page you can create viewMoreClick on settings icon. Click on setup click on users select users on this page you can create view and manage users click Edit next to the name of the user you want to deactivate.

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 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.

Can we change user license in Salesforce?

You can, for example, change a Chatter user to a Salesforce user licence, but you cannot later downgrade that user back to a Chatter user. You can't change the user's license type after creation, therefore you cannot change their profile to a new license type than what they had at creation.

How do I transfer a user license in Salesforce?

From the inactive user's page, tap Reassign a License.Either scroll or use the Find User search bar to find an existing user you want to reassign a user license from.When you've found that existing user, tap Reassign This License.Confirm the changes, and tap OK.

What are two reasons a user Cannot be deactivated choose 2 options?

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.

How do I freeze a license in Salesforce?

Tip You can perform this and other administration tasks from the SalesforceA mobile app.From Setup, enter Users in the Quick Find box, then select Users.Click the username of the account you want to freeze.Click Freeze to block access to the account or Unfreeze to allow access to the account again.

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.

Can you reactivate a Salesforce account?

When your User account has been deactivated you will find that a Salesforce support representative handling your case has redirected you towards the System Administrator for your company. This is done as it is the System Administrators that have the ability to reactivate accounts.

What is Salesforce admin?

One of your responsibilities as a Salesforce Admin is to manage all the Salesforce users and the access they have to your Salesforce org. This includes the process of deactivating a user from Salesforce so they no longer have access. Typically this happens when someone exits the company or no longer needs a license.

What to do when someone leaves Salesforce?

Free ze the User. When someone leaves your organization there is always clean up work that needs to be done. Therefore, the first thing you want to do is freeze that user. Freezing a user locks that specific user out of Salesforce, but keeps their license active while you clean things up.

Can you delete a user in Salesforce?

In Salesforce you are never able to delete a user. Instead, you are able to deactivate them. The benefit is deactivating users is that they aren’t using a license, but you get to have all their historical data.

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