Go to Custom Permissions, click Edit, select the “Ability to Deactivate a Portal User” and click on the Add button and Save. View image full screen Navigate to System Permissions, click Edit, then check the Enabled checkbox for Assign Permission Sets and View All Users and Save. View image full screen 4.
How do I grant permission to delete an account in Salesforce?
From Setup, enter Permission Sets in the Quick Find box and select Permission Sets. Click New and complete the Create screen. Description: Grants Delete Accounts permission. Click Save. In the Apps section, click Object Settings and select Accounts. Click Edit and select the Delete checkbox under Object Permissions.
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.
What are the available permissions and settings in Salesforce?
The available permissions and settings vary according to which Salesforce edition you have. Permissions determine a user's ability to edit an object record, view the Setup menu, permanently delete records in the Recycle Bin, or reset a user's password.
How do I enable administrator login as any user in Salesforce?
Scroll down to the Standard Object Permissions section and remove the check in Delete column next to the Accounts object. Click Save. From Setup, enter Login Access Policies in the Quick Find box, and select Login Access Policies. Select the Enabled checkbox next to Administrators Can Log in as Any User.
How do I make a Salesforce user inactive?
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't I deactivate a Salesforce user?
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 happens when you deactivate user in Salesforce?
Deactivation removes the user's login access, but it preserves all historical activity and records, making it easy to transfer ownership to other users. For situations where changing ownership to other uses must be done before deactivation, freezing the user prevents login to the org and access to the user's accounts.
Does Salesforce automatically deactivate users?
We have a policy that we will auto-deactivate any users who have not logged into Salesforce in over {! Get_the_Deactivation_Threshold.
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 is inactive user in Salesforce?
Inactive users can be listed in Created By fields even when they're no longer active in an organization. Some system operations create records and toggle preferences, acting as an arbitrary administrator user to complete the task. This user can be active or inactive.
What is the difference between freeze and deactivate the user in Salesforce?
Freezing a user in Salesforce means that only stops the user from being able to login. In some cases, you can't immediately deactivate a user (such as when a user is selected in a custom hierarchy field or a user that's assigned as the sole recipient of a workflow email alert).
What are permission sets in Salesforce?
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users' functional access without changing their profiles.
What is the difference between profile and permission set in Salesforce?
The difference between Profile and Permission Sets is Profiles are used to restrict from something where Permission Set allows user to get extra permissions.
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.
How do I disable a customer in Salesforce?
Create a permission set called “Ability to Deactivate a Portal User.” Go to Setup | Permission Sets, click on the New button....Assign the Ability to Deactivate a Portal user to the test business user.Navigate to a contact record with a community user.Click on the Deactivate User Account button.More items...•
What should I check before deactivating a user in Salesforce?
Checklist for Disabling a Salesforce System AdministratorFreeze the user first (great feature, thanks for this one Salesforce)Check Web 2 Lead settings and change Default Lead Creator to a new system administrator or a marketing manager.Check Lead Queue ownership.Check Support Settings and change Default Case Owner.More items...•
What is a permission set in a profile?
In Profiles? In Permission Sets? Use profiles and permission sets to grant access but not to deny access. Permission granted from either a profile or permission set is honored. For example, if Transfer Record isn't enabled in a profile but is enabled in a permission set, she can transfer records regardless of whether she owns them.
Can a user have multiple permissions?
Every user is assigned only one profile, but can also have multiple permission sets. When determining access for your users, use profiles to assign the minimum permissions and access settings for specific groups of users. Then use permission sets to grant more permissions as needed. This table shows the types of permissions ...
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.