Slaesforce FAQ

how to remove salesforce engage from user

by Elena Leannon Published 2 years ago Updated 2 years ago
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You can't delete a user, but you can deactivate an account so a user can no longer log in to Salesforce. From Setup, enter Users in the Quick Find box, then select Users. Deselect the Active checkbox and then click Save.

Navigate to the Salesforce Engage License Assignment tab page and record which users should be allowed to access Salesforce Engage. On the 'Assign' page, select all users in that tab and click 'Add License(s)'. On the 'Unassign' page, select all users in that tab and click 'Remove License(s)'.

Full Answer

How to deactivate a user in Salesforce?

Here are the steps to deactivate a User in Salesforce. Once you have logged into your Salesforce account, you need to click on the Gear Icon right at the Top right Bar. Clicking on the Gear icon will open up a short menu. In the short menu displayed, you need to click on the Setup to proceed.

How do I edit a user in Salesforce?

On the Setup Home page, use the Search Bar at the left to search for the Users Tab. Once found, click on Users to proceed and see a list of available Users in Salesforce. From the list of available Users, click on the Name you want to edit. Next, the Salesforce will show the User’s details on the next 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

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

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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.

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