Why can’t I deactivate a user Salesforce?
You can’t deactivate a user that’s assigned as the sole recipient of a workflow email alert. You can’t deactivate a user that’s selected as a Customer Portal Administrator . Deactivated users lose access to any records that were manually shared directly with them, or implicitly shared with them as team members.
What happens when we 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.
What prevents deactivating an user in Salesforce?
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 is difference between deactivate and freeze on 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. Hope this helps you!
What are the two reasons a user Cannot be deactivated?
What are two reasons a user cannot be deactivated? The user is the recipient of workflow email alerts. The user is a customer community administrator. A user license determines the baseline of features that the user can access.
What is the difference between freeze and deactivate the user 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 delete or freeze a user in Salesforce?
0:001:35How to Deactivate or Freeze a User in Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipThem so what we’ll do is we’ll go into the setup. Section as i’m in here. And then we’ll go into theMoreThem so what we’ll do is we’ll go into the setup. Section as i’m in here. And then we’ll go into the users. Side and then select users that way we can see which user would like to deactivate.
How do I de activate a user in Salesforce?
0:050:42How to Deactivate a User in Salesforce Lightning #DF17YouTubeStart of suggested clipEnd of suggested clipHow to deactivate a user in Salesforce lightning. Click on settings icon. Click on setup click onMoreHow to deactivate a user in Salesforce lightning. Click 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
How do I remove a user from a Salesforce license?
From Setup, in the Quick Find box, enter Users , and then select Users. Click the name of the user whose permission set license you want to remove. In the Permission Set License Assignments related list, click Del next to the permission set license that you want to remove, and then click OK.
How do I delete a user in Salesforce lightning?
1:195:33How to delete user account in Salesforce Lightning – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd then click edits what you want to do is click here on the active box and you will deactivateMoreAnd then click edits what you want to do is click here on the active box and you will deactivate this user so deactivating user removes them from all delegated groups and sharing privileges.
How do I freeze a user in Salesforce?
Tip You can perform this and other administration tasks from the SalesforceA mobile app.From Setup, enter Users in the Quick Find box, then select Users.Click the username of the account you want to freeze.Click Freeze to block access to the account or Unfreeze to allow access to the account again.