Go to Setup | Enter User Interface in the Quick Find box | Select User Interface | Enable “Set Audit Fields upon Record Creation” and “Update Records with Inactive Owners” User Permissions. After enabled the above setup, enable Update Records with Inactive Owners of the user Profile or in a Permission Set.
Table of Contents
How to reduce the number of licenses required for Salesforce?
You have to contact salesforce support to reduce a number of license if you think that you have more license then required. Thanks for contributing an answer to Salesforce Stack Exchange! Please be sure to answer the question.
Why do I need to display Records owned by inactive users?
It is common for organizations to need reports that will display records that are owned by users who have been made inactive. The most common use case for these reports is to identify these records so they can be reassigned to active users.
Does inbox mobile support SalesforceIQ CRM login option?
Removed SalesforceIQ CRM Login Option in Inbox Mobile for Android Inbox Supported on iOS 13 Use Inbox Features in Outlook and Gmail Email Tracking Location Information Removed from Inbox Mobile for iOS Considerations for Using Inbound Email Snapshots Guidelines for Using News Considerations for Tracking Emails Sent from Salesforce Inbox
How to integrate outlook with Salesforce?
Give Outlook Access to Salesforce Email Allocations per Edition Email Template Allocations per Edition Turn On the Gmail Integration in Salesforce Roles Required to Set Up the Outlook Integration Get the Outlook Integration Set Up the Integration with Gmail Guidelines for Setting Up the Outlook Integration
How do I see inactive users in Salesforce?
Selecting Users In the upper left of the dialog is an option to Select Users. This will allow you to find up to 2500 Users for the report. The Users can be active or inactive and can have any Salesforce license.
When a Salesforce user is deactivated what happens to the records?
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.
Can inactive users own records Salesforce?
We are in the process of migrating from Sales & Service to Financial Services Cloud and have been advised: “Salesforce does not allow us to create/update records that are owned by an inactive user.
How do I activate an inactive user?
Your resurrection efforts can pay off big time, as long as you keep the following things in mind.Offer special promotions to former customers.Proceed cautiously with discounts. … Offer special promotions to former customers. … Proceed cautiously with discounts. Discounts can be a super powerful way to reactivate users. …
What are two reasons a user Cannot be 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.
How do I transfer records from a deactivated user in Salesforce?
0:433:09How to Transfer All Contacts Owner By Inactive Users in SalesforceYouTubeStart of suggested clipEnd of suggested clipUpdate rules circle tab number three at the top we’re gonna set one rule on one field and that fieldMoreUpdate rules circle tab number three at the top we’re gonna set one rule on one field and that field is the owner ID for the contact.
Can we update inactive user in Salesforce?
Go to Setup | Enter User Interface in the Quick Find box | Select User Interface | Enable “Set Audit Fields upon Record Creation” and “Update Records with Inactive Owners” User Permissions. After enabled the above setup, enable Update Records with Inactive Owners of the user Profile or in a Permission Set.
Can we assign permission set to inactive user?
First, an admin shouldn’t be able to click on this button anyway, since the policy (per SF support on this issue) is that you cannot assign permission sets to inactive users.
How do I enable audit fields in Salesforce?
Enable ‘Create Audit Fields’From Setup, enter User in Quick Find box and select User Interface.Select the checkbox for Enable “Set Audit Fields upon Record Creation” and “Update Records with Inactive Owners” User Permissions.Click Save.
How do you reach an inactive customer?
Re-Engage Inactive Customers: How to Win Back Past CustomersReach Out and Ask Questions.Provide Meaningful Content.Adjust the Offer.Use Social Media for Re-Engagement.Utilize Email Marketing.Create a Community or Group.Introduce Loyalty Programs.
How do you approach an inactive customer?
5 steps to retrieve inactive customersDefine who those inactive customers are. Once you have this list, there will be additional segmentation you will be able to do. … Determine why they left. … Set up a contact strategy. … Develop a “win back” offer. … Take care of your newly re-engaged customers.
What does inactive user mean?
Inactive User means a User that meets one or both of the following conditions and such condition is intended to remain permanent: (a) the User has been disabled by setting the attribute to “LoginDisabled”; or (b) no login to the User has occurred for at least one hundred and twenty (120) days.