Slaesforce FAQ

how to make user inactive in salesforce lightning

by Charlene Mraz Published 2 years ago Updated 2 years ago
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Process Automation Settings: Ensure the Default Workflow User is not set to this user. Click Edit and change to a different user if needed Once the User has been un-associated with the above configurations attempt to mark the User as Inactive again.

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.

Full Answer

What can you do with a user license in Salesforce?

View Your Salesforce Org’s Usage-Based Entitlements Enable a Feature License for a User Database.com User Licenses Enable Enhanced Profile List Views Manage Your Contracts with the Your Account App Password Policy Fields in Profiles Get Support with the Your Account App Work in the Enhanced Profile User Interface Page

How can i Improve my Salesforce user experience?

Change the Default Division for Users Reporting With Divisions Salesforce Upgrades and Maintenance Read-Only Mode 5 Minute Upgrades Check for Desktop Client Updates Permissions for UI Elements, Records, and Fields

How do I disable field history tracking in Salesforce?

Restrict User Email Domains Upgrade a Contactless User to a Community License Manage Your Salesforce Account Track Field History for Custom Objects Add Products and Licenses with the Your Account App Disable Field History Tracking

How to set up the user interface in Salesforce classic?

Set Up the User Interface in Salesforce Classic Find Items in Setup with Advanced Setup Search (Beta) Setup Search Results Page (Beta) Set Up the Lightning Experience Home Page Set a New Default Home Page Assign Custom Home Pages to Specific Apps and Profiles Lightning Experience Home Permissions and Settings Customize Record Page Settings

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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Inactive users can be listed in Created By fields even when they're no longer active in an organization.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.

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 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.

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...•

When can a user not be deactivated 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 do I freeze a user in Salesforce?

Tip You can perform this and other administration tasks from the SalesforceA mobile app.From Setup, enter Users in the Quick Find box, then select Users.Click the username of the account you want to freeze.Click Freeze to block access to the account or Unfreeze to allow access to the account again.

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 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.

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 disable partner user?

Roles and groups associated with the account are permanently deleted and not moved to the Recycle Bin.Go to the account detail page for the account you want to disable.Click Manage External Account, then click Disable Partner Account.Click OK to confirm. Warning.

How do I disable a community user in Salesforce?

Community users should be deactivated by navigating to the Contact Record. Click Manage External User. Select Disable Customer User.

How do I turn off Lightning record page?

Open the page in Lightning App Builder and click Activation to deactivate it.

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