What to do in Salesforce when your user leaves your company or gets fired
- Make the user inactive.
- Check for a mobile device and click ‘Erase Data’. a. “If the person has a mobile device, the deactivated status will...
- Make the user inactive if not already inactive.
- 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.
How to deactivate a user in Salesforce?
Hi Prachi, Please follow the steps below: 1. Go to System Admin Profile 2. Click on View Users 3. Select one user that you can deactivate. 4. Once deactivated, you will see the Salesforce license in the drop down. Let me know if you have any questions. Thanks, Abhishek Bansal.
Can inactive users own custom object Records in Salesforce?
So, something has really changed where Salesforce is not allowing inactive users to even own custom object records. In the past, I had run into this with Accounts, Cases, Opptys etc. where inactive owners were not allowed to own them. Custom Objects is a whole new symptom.
What is the username of the user in Salesforce Org?
The username is unique across all salesforce orgs. Just put a number at the unique name (eg: [email protected] ). Hope this helps you! Here is a copy of the original question.
How to delete data from deactivated devices in Salesforce?
2. Check for a mobile device and click ‘Erase Data’. a. “If the person has a mobile device, the deactivated status will be detected when the mobile client next attempts to run an update and an “Erase Data” command will automatically be sent to the user’s device (deleting all device local Salesforce data).” from SF documentation. 3.
Can we create inactive user in Salesforce?
You cannot create inactive users in salesforce from AD.
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.
Why can't I deactivate a user 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 prevents deactivating an user in Salesforce?
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 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!
How do I lock a user in Salesforce?
From Setup, enter Users in the Quick Find box, then select Users. Select the locked user....Required Editions and User Permissions.User Permissions NeededTo view the number of failed login attempts for a user account:Manage UsersTo unlock users:Manage Internal Users
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 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 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 disable a user account?
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.
How do I delete or freeze a user in Salesforce?
0:001:35How to Deactivate or Freeze a User in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipThem so what we'll do is we'll go into the setup. Section as i'm in here. And then we'll go into theMoreThem so what we'll do is we'll go into the setup. Section as i'm in here. And then we'll go into the users. Side and then select users that way we can see which user would like to deactivate.
How do I lock a user from logging into his account in Salesforce?
From Setup, enter Users in the Quick Find box, then select Users. Select the locked user....Required Editions and User Permissions.User Permissions NeededTo view the number of failed login attempts for a user account:Manage UsersTo unlock users:Manage Internal Users