SELECT Id, Name FROM Dashboard WHERE RunningUserId =... should let you identify them all. If you will fail to change the Dashboard or Report user before it's scheduled to run an "emergency" email will be sent out to all sysadmins ;) Scheduled reports are listed in setup so it's easy to identify and change the running user.
Full Answer
What does it mean to deactivate a user in Salesforce?
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 happens when a user leaves a Salesforce organization?
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.
What to do when a Salesforce admin leaves the company?
The departing Salesforce Admin should focus the majority of their time (or as much time as can be dedicated) to documentation. Use this opportunity to create or think through a documentation strategy if one doesn’t already exist. See How to Document Your Salesforce Instance for more details and ideas.
How do I deactivate a user in a process?
Then when you need to deactivate a user you can search your spreadsheet for the user name and match it to the process that needs to be modified. Keep in mind that if the process notifies a queue or group, the user will need to be removed from those as well.
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 happens when a Salesforce user is deactivated?
Deactivated users lose access to any records that were manually shared directly with them, or implicitly shared with them as team members. Users higher in the role hierarchy relative to the deactivated users also lose access to those records.
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.
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.
When a Salesforce user is deactivated what happens to the records owned by the user?
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.
What is difference between deactivate and freeze on 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 are 2 reasons a user Cannot be deactivated 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 are the two reasons that would prevent a user from being deactivated?
There are some scenarios that will prevent a user from being deactivated if the user is:A user that is selected in a custom hierarchy field. ... Default workflow user.Default Owner of leads or cases.Automated case owner.Lead creator.Customer Portal administrator.They are the recipient of a workflow email alert.
What are the 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.
What is Automated Case user in Salesforce?
The Automated Case User is the user who is listed in the Case History for all automated case actions in Salesforce - When a case is automatically assigned using assignment rules. When a case is escalated. When a case is created online via web to case.
How do I make someone active again in Salesforce?
Reactivate a UserNavigate to the users portion of setup: Classic: Setup | Manage Users | Users. Lightning: Gear icon | Setup | Administration | Users | Users.Look for the name of the User to reactivate.Click Edit beside the name of the User.Select the 'active checkbox. 'Click Save.
What is Freeze 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).
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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.
What happens when an admin leaves an organization?
When an Admin leaves your organization, it’s tricky to safely manage the many steps of that transition. It’s also easy to screw up which can lead to automation failing silently, users encountering errors, integrations breaking or the security of your system being compromised.
Can admins update records?
Update Record Ownership: Admins can end up owning a lot of records thanks to automation and mass uploads. You need to either update the ownership so that your users can continue to use those records or allow users in your instance to edit records of inactive users.
What is a running as user?
When the user becomes inactive, the entire dashboard or specific components may no longer work. The running as user should be reassigned before deactivation as to not disrupt others.
What is knowledge transfer in Salesforce?
Knowledge transfer is a critical component to replacing the Salesforce Administrator. Unfortunately, not many former Salesforce Admins get the opportunity to onboard their replacement. That is why documentation and training are vital parts of this process. Transferring Knowledge.
Is there formal documentation in Salesforce?
Generally , there is little or no formal documentation existing in the organization , and there is too much tribal knowledge to make the transfer to a full-time or even temporary replacement efficient. The departing Salesforce Admin should focus the majority of their time (or as much time as can be dedicated) to documentation.
Can you deactivate a system administrator?
Deactivating user accounts can be an occasional pain, but deactivating a System Administrator user can be a nightmare. Depending on how long the individual has been with the company, and especially if they are a solo Admin, their name is probably associated with multiple critical settings and must be updated.
Can you freeze an outgoing admin account?
While freezing the outgoing Admin user account is recommended, that could impact API integrations running under the outgoing Admin. Those items need to be given top priority so that they don’t fail when the outgoing Admin account is frozen.