Have popup message when user sets lead to dead salesforce

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What happens when a user is deactivated in Salesforce?

For example, deactivated users continue to own Opportunities and appear in Forecasts and Territories. When users are deactivated, their opportunity forecast overrides, adjusted total overrides, and manager’s choice overrides on subordinates’ forecasts are frozen.

Do users come and go in Salesforce?

Users May Come and Go, But Their Records Must Live On…. Users May Come and Go, But Their Records Must Live On…. These days people change jobs more than ever. And this means that your Salesforce users are constantly changing and shifting – folks leaving the company and new users being added when you add licenses or new services.

What happens when people leave the company in Salesforce?

These days people change jobs more than ever. And this means that your Salesforce users are constantly changing and shifting – folks leaving the company and new users being added when you add licenses or new services. As an Admin what do we do about deactivating users who leave the company?

What are Orphaned Records in Salesforce and how to delete them?

Orphaned records still exist in Salesforce, but they are not associated with an object or other records, and can only be accessed by the original owner. And that wouldn’t be good, would it? Deactivating a user, on the other hand, allows the many records and linkages between records to remain, even without an active user associated with them.

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What does it mean when a user is deleted in Salesforce?

If a user was to be deleted, it would mean that many of the records created by that user could be orphaned. Orphaned records still exist in Salesforce, but they are not associated with an object or other records, and can only be accessed by the original owner.


What happens if you delete Julie’s Salesforce account?

Her departure affects several different processes in the Salesforce org. Of course, you no longer want Julie to access her Salesforce account, but deleting her account could result in orphaned records, and the company runs the risk of losing critical business information. Deactivation removes Julie’s login access while preserving her historical activity and records, making it easy for you to transfer ownership to other users.


Why is it important to freeze a user?

Freezing a user will lock their credentials while you work on deactivating the user across your company’s implementation. Freezing a user is also quick and easy to do:


What does it mean when you can’t deactivate a user?

Sometimes when you try to deactivate a user, you may get a pop-up message that says “You cannot deactivate this user”. For example, this occurs when a user is a Default Lead Owner, and someone must be assigned a default for your organization. All you need to do is change the Default Lead Owner, and then you can proceed to deactivate the user. This will likely require a discussion with management about who the new lead owner should be. Other situations in which the user cannot be deactivated include:


Can users come and go?

Users May Come and Go, But Their Records Must Live On….


Does deactivation change ownership of Julie’s records?

Deactivation does not change ownership of Julie’s records. The records remain Julie’s records until you transfer ownership of them. For example, deactivated users continue to own Opportunities and appear in Forecasts and Territories. When users are deactivated, their opportunity forecast overrides, adjusted total overrides, …

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