how to delete custom users in salesforce

You cannot delete users from Salesforce. You can remove their license or deactivate them to remove access to the system, but because they may still own records, they cannot be deleted. In some cases, you can’t immediately deactivate an account, such as when a user is selected in a custom hierarchy field.

Full Answer

What happens when you delete accounts in Salesforce?

What Happens when You Delete Accounts in Salesforce

• Contacts
• Opportunities (if they're not Closed Won)
• Contracts (if they're not activated)
• Activities
• Notes
• Attachments
• Portal roles and groups (if all portal users in the account are disabled.)
• Partner relationships
• Relationship group members

How can I delete account in sales force?

salesforce help; salesforce training; salesforce support

How to find out who deleted a record in Salesforce?

Salesforce administrators can determine who deleted a record by looking at the Recycle Bin or querying for deleted records via API. Subscribe to SalesforceSu...

How to deactivate a Salesforce user license?

• Termination of the user's access to your portal
• Removal from all groups, teams, and sharing rules with which the user is associated.
• Permanent loss of the portal user's association with the contact
• If you later re-enable a contact for portal access, a new portal user is created that is not related to the previous portal user record in any way.

Is it possible to delete users in Salesforce?

Salesforce lets you deactivate users, but not delete them outright. The reason is because a user can own accounts, leads, and groups, and can be on multiple teams. Removing a user from Salesforce affects many processes in the org. After departure from the org, we don't want the user to retain access to their account.

How do I delete old users in Salesforce?

You cannot delete users from Salesforce. You can remove their license or deactivate them to remove access to the system, but because they may still own records, they cannot be deleted.

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 do I delete a user from Salesforce admin?

In the user setup, find the user to delete, and click on the arrow at the end of the line, which will show a hidden menu. Select the edit user option to get to deactivate the user.

How do I delete a user in Salesforce lightning?

1:145:33How to delete user account in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd then click edits what you want to do is click here on the active box and you will deactivateMoreAnd then click edits what you want to do is click here on the active box and you will deactivate this user so deactivating user removes them from all delegated groups and sharing privileges.

How do I delete multiple users in Salesforce?

0:172:16Salesforce Challenge: Quickly Deactivate Multiple Users - YouTubeYouTubeStart of suggested clipEnd of suggested clipI can pull up the user's. Screen. And then i can go into each user that i want to deactivate. ClickMoreI can pull up the user's. Screen. And then i can go into each user that i want to deactivate. Click the edit. Button. I click activate.

What happens when you deactivate user in Salesforce?

Deactivating a user prevents access but preserves all historical activity and records. 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.

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 are 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.

How do I remove a user from Marketing Cloud?

Admins in Sales Cloud, Service Cloud, or Experience Cloud can follow this process to remove user access to Marketing Cloud Connect.Navigate to the Marketing Cloud tab.Click Configure Marketing Cloud Connector.Click Manage Users.Deselect the user.Save.

How do I delete a default workflow user in Salesforce?

Click Workflow & Approvals. Click Process Automation Settings. Designate the default workflow user using Lookup to choose the applicable user. Save the default workflow user.

How do I disable all users in Salesforce?

You can deactivate users, but you can't delete them outright....Deactivating a user prevents access but preserves all historical activity and records.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.

Follow Along with Trail Together

Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.

Introduction

You are attending a security and data access review meeting with the CEO and the Executive team. The first item on the agenda is to ensure that all users have the appropriate object permissions for their job roles.

Create a New Profile Without Delete Permissions

From Setup, enter Profiles in the Quick Find box, and select Profiles.

Set Login Access Policies and Create a New User

From Setup, enter Login Access Policies in the Quick Find box, and select Login Access Policies.

Allow a User to Delete Accounts Using Permission Sets

From Setup, enter Permission Sets in the Quick Find box and select Permission Sets.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.