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What happens when a user is deactivated in Salesforce?
Users higher in the role hierarchy relative to the deactivated users also lose access to those records. However, you can still transfer their data to other users and view their names on the Users page. Freezing a user in Salesforce means that only stops the user from being able to login.
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Why can’t I immediately deactivate a user?
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). To prevent users from logging into your organization while you perform the steps to deactivate them, you can freeze user accounts.
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What happens when you deactivate a 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.
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.
What happens to reports when a user is deactivated in Salesforce?
For account records, manual and team shares are deleted right after user deactivation. Deactivated users lose access to shared records immediately. Users higher in the role hierarchy continue to have access until that access is deleted asynchronously.
What is the difference between deactivating and freezing the user in Salesforce?
“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.
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 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 are inactive users 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.
Why a user Cannot be deactivated in Salesforce?
Error ‘Cannot deactivate a User or make them inactive’ on User Deactivation. This error occurs when the User object has a custom field that has “Hierarchy” as the data type.
Does Salesforce automatically deactivate users?
This time, we will create a checkbox field called “Qualifies for Auto-Deactivation.” We will set this to true on the user record for anyone associated to a profile that is subject to the auto-deactivation. This is one of the record filters used in the scheduled flow.
What is the difference between deactivate and freeze?
Freeze – Temporarily disable the account. Good for returning users. Deactivate – Suspend the user account entirely and they are not returning users.
Can you deactivate a frozen user in Salesforce?
Deactivating a user:- In Salesforce once created a user record it can not be deleted, but we can deactivate or Freeze a user account so a user can no longer log in to Salesforce.
Why do people freeze in Salesforce?
Freeze User: To prevent users from logging into your organization while you perform the steps to deactivate them, you can freeze user accounts. Freezing user accounts doesn’t make their user licenses available for use in your organization.
What does it mean to deactivate a user in Salesforce?
Deactivating a user in Salesforce means that user will not be deleted from the system but will no longer be able to log in to Salesforce and their records can be transferred to another user. They cannot be part of workflows or part of any automated processes.
Can you deactivate a user?
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). To prevent users from logging into your organization while you perform the steps to deactivate them, you can freeze user accounts.