1. Locate the campaign you want to modify and open it. 2. Click on the arrow in the upper right corner to open expanded menu options, and then click Delete.
On the Sales Cadences page, select the sales cadence you want to deactivate, and then choose Deactivate from the Actions menu.
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How do I deactivate a user in Salesforce?
Deactivate a User In Salesforce you are never able to delete a user. Instead, you are able to deactivate them. The benefit is deactivating users is that they aren’t using a license, but you get to have all their historical data. So while a user is frozen and once you have cleaned up everything assigned to them, then you should deactivate that user.
What happens when a user leaves a Salesforce organization?
When someone leaves your organization there is always clean up work that needs to be done. Therefore, the first thing you want to do is freeze that user. Freezing a user locks that specific user out of Salesforce, but keeps their license active while you clean things up.
How to enable notifications in Salesforce App?
For example, notifications let users know when they receive approval requests or when someone mentions them in Chatter. You can enable or disable notifications on the Salesforce App Notifications page in Setup. Notifications are enabled by default.
What does it mean to freeze a user in Salesforce?
Freeze the User. Freezing a user locks that specific user out of Salesforce, but keeps their license active while you clean things up. For example, this could include unassigning them in workflows and approvals, cleaning up custom hierarchy fields, or unassigning them as the default user on leads or case assignments.
How do I delete sales process in Salesforce?
Delete an opportunity stage in Lightning ExperienceNavigate to Setup.Click Object Manager | Opportunity | Fields & Relationships.Click the ‘Stage’ field name.Click ‘Del’ next to the pick list value.Select the appropriate stage from the drop down that all opportunities with the current stage will be replaced with.
How do I deactivate Salesforce?
0:050:42How to Deactivate a User in Salesforce Lightning #DF17YouTubeStart of suggested clipEnd of suggested clipClick on settings icon. Click on setup click on users select users on this page you can create viewMoreClick on settings icon. Click on setup click on users select users on this page you can create view and manage users click Edit next to the name of the user you want to deactivate.
How do I delete a contract in Salesforce?
Delete a Sales AgreementIn a sales agreement’s record, select Delete on the header.Click Delete to confirm your action. You can only delete a sales agreement that doesn’t have any active orders associated with it. Note All account product forecast records linked to a deleted sales agreement are also deleted.
Can we deactivate a user in Salesforce?
You can deactivate users, but you can’t delete them outright. Deleting a user can result in orphaned records and the loss of critical business information. Deactivating a user prevents access but preserves all historical activity and records. From Setup, in the Quick Find box, enter Users , then select Users.
What is the difference between freeze and deactivate in Salesforce?
Freezing a user in Salesforce means that only stops the user from being able to login. 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).
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…•
What is the difference between freezing and deactivating the 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.
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.
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.