Slaesforce FAQ

how to delete profile in salesforce

by Mr. Craig Feeney I Published 2 years ago Updated 1 year ago
image

Go to Setup->Manage Users->Profiles->Select the profile you want to delete or edit, when you clickon delete beside the profile you want to delete ,a pop up arises->click ok. Profile is deleted. Follow the above steps and click the edit beside the profile chosen and edit the profile.Oct 12, 2015

Can a profile user delete attachments in Salesforce?

A profile user's will able to delete attachments if they have attachment parent object delete access. Also profile user's must have read/write record level access of the parent object. Thanks for contributing an answer to Salesforce Stack Exchange!

How to delete a Salesforce user permanently?

You can only deactivate users in Salesforce, as allowing to delete a Salesforce user permanently is not technically possible for Salesforce. Deactivating or Freezing a Salesforce User restricts the particular user from accessing his/her Salesforce account.

How to delete a profile from a list?

For deleting profile, (you can only delete custom profiles) go to setup --> Profiles --> List of profiles. On list view you will find the first column as Action, from where you can delete the profile.

How do I create a user profile report in Salesforce?

Start by creating a new report on “Users. ” It should pull in the fields we need automatically, but if not we’ll need (First Name, Last Name, Username, Active, Last Login). Let’s add “Profile” as a grouping, change the Filters for “View” to “All Users” (instead of just active users) and refresh the report.

image

Can I deactivate profile 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.

How do I permanently delete my Salesforce account?

0:001:16How to Delete / Deactivate a Salesforce Account / Org ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo let me go into my salesforce org that i wish to deactivate. And then i'll go into companyMoreSo let me go into my salesforce org that i wish to deactivate. And then i'll go into company information. And then here's a button to deactivate org. And to deactivate you just click deactivate.

How do I delete a custom profile?

How do I delete a Custom Profile?From your list of friends, locate the Custom Profile you wish to delete and swipe to the left on their name. "Delete" will appear, allowing you to delete the profile.Navigate to the custom user's profile page you wish to delete.

How do I delete a Salesforce org user?

How to Deactivate a User in Salesforce ?Step 1: Gear Icon. Once you have logged into your Salesforce account, you need to click on the Gear Icon right at the Top right Bar. ... Step 2: Setup. ... Step 3: Navigate to Users. ... Step 4: Select the User. ... Step 5: Edit the User. ... Step 6: Deactivate the User.

How do I delete accounts and contacts in Salesforce?

How to delete Contact under Accounts in Salesforce LightningWelcome. ... Click on "Accounts"Select Account from below list.Select the drop down next to the Contact which you want to delete. ... 5) Click on "Delete"Click on "Delete"The Contact under Account has been deleted successfully!

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.

Can standard profile be deleted in Salesforce?

You can't delete Standard Profiles.

Can we delete standard profile?

We cannot delete standard ones. Read Only, Standard User, Marketing User, Contract Manager, Solution Manager & System Administrator. Each of these standard ones includes a default set of permissions for all of the standard objects available on the platform.

Which user can create a new profile in Salesforce?

Standard Platform User. Standard Platform one App user. Standard User. Partner User.

What is profile in Salesforce?

A profile is a group/collection of settings and permissions that define what a user can do in salesforce. A profile controls “Object permissions, Field permissions, User permissions, Tab settings, App settings, Apex class access, Visualforce page access, Page layouts, Record Types, Login hours & Login IP ranges.

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.

Why can I not deactivate a 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.

How to Delete a User in Salesforce ?

Salesforce does NOT allow deleting users on a permanent basis. However, in order to restrict users’ access, owners can deactivate or remove users’ license. One of the reasons of why you can’t delete users from Salesforce is, because users may own RECORDS, deleting them permanently becomes technically impossible.

Why Delete Users in Salesforce ?

User Accounts may affect Salesforce Billing or Licenses. Therefore, once you don’t need a user, you would most likely want to deactivate it from a Salesforce organization.

How to Deactivate a User in Salesforce ?

You may find deactivating Salesforce Users in specific products or editions of Salesforce, such as Contact Manager, Group, Professional, Enterprise, Unlimited, Developer, and Database DC editions.

Tips on Deactivating Users in Salesforce

If for some reason, you are not able to deactivate a user in Salesforce, you can proceed to Freeze the user. Later, after you have correctly managed the roles and access levels, you can also deactivate the particular user (s). Freezing a User also limits a user from accessing the Salesforce but doesn’t free up the License.

Summary

You can only deactivate users in Salesforce, as allowing to delete a Salesforce user permanently is not technically possible for Salesforce.

Step 1: Delete Unused Profiles and PermSets

The first and easiest step in cleaning up Profiles and PermSets in your org is to identify which are simply not being used. These are Profiles and PermSets that have no active users assigned to them. At the same time, let’s get an overall picture of how many Users are assigned to each Profile.

Step 2: Proper Naming Conventions

Now that we have removed unused Profiles and PermSets, we should better organize the remaining ones we intend to keep using. One of the easiest ways to prevent Profiles and PermSets from getting being unncessarily created (either by you or a fellow admin) is to have each of them properly named.

Step 3: Combine Similar Profiles and Convert Profiles to Permission Sets

With the unused Profiles and PermSets removed from the org, and all of them properly named, we are finally in a great place to begin consolidating what’s left.

Think About the Future

After this 3 step process, your org should be left with a clean list of Profiles and Permission Sets.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9