Put a custom field on User called something like Deactivate_Me__c Write a Schedulable class that checks for any portal user accounts with the Deactivate_Me__c flag set, and deactivates them. Schedule the apex job to run on a schedule that makes sense for you, making sure to schedule the job as an admin user.
- From Setup, in the Quick Find box, enter Users , then select Users.
- Click Edit next to a user’s name.
- Deselect the Active checkbox, and then click Save.
Table of Contents
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 deactivate the list of active users?
You can run the following code snippet from the System log to deactivate the users List<User> users = [Select IsActive, UserRoleId, UserRole.Name from User where UserRoleId not in (’00EA0000000DsjTMAS’)];
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 you deactivate a user in Salesforce?
From Setup, in the Quick Find box, enter Users , then select Users. Click Edit next to a user’s name. Deselect the Active checkbox, and then click Save.
How do I enable and deactivate a user in Salesforce?
Deactivate a user and remove their ability to access Elevate in User Management.Go to User Management.Locate the appropriate user. You can search for users based on name, email, or ID.Once you locate the appropriate user, use the Actions menu to select Deactivate User.Confirm the deactivation.
How do I deactivate an Apex class in Salesforce?
Probably the simplest way to delete / disable is to connect to your Salesforce production org from VS Code download the apex class / trigger, change the status of the Apex class / trigger to “Deleted” or “Inactive” in the class/trigger XML file and save.
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.
How do I disable a user account?
Deactivating a user prevents access but preserves all historical activity and records.From Setup, in the Quick Find box, enter Users , then select Users.Click Edit next to a user’s name.Deselect the Active checkbox, and then click Save.
Why can I not deactivate a user in 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.
How do I disable a trigger for a particular user in Salesforce?
Disable Trigger Handlers for All UsersClick the Trigger Handler tab. If you don’t see it, find it in the App Launcher ( ). … Click in the row for the Trigger Handler you want to disable, and select Edit.Deselect the Active checkbox.For all NPSP-packaged Trigger Handlers, select the User Managed checkbox. … Click Save.
How do I set an inactive Apex class?
How to Deactivate/Delete the Apex Class/Triggers in ProductionDEACTIVATE THE TRIGGER IN SANDBOX AND DEPLOY. This is the simplest way to do of all is Deactivate your trigger in your sandbox by unchecking the Active checkbox of the trigger. … COMMENT YOUR TRIGGER CODE. … CREATE CUSTOM SETTINGS. … USE ECLIPSE IDE. … USE ANT. … WORKBENCH.
Can I deactivate a trigger in production?
In general, triggers are not editable once deployed to production org. However, in certain circumstances there might be a need to disable triggers in production. Note: Consider the consequences of disabling a trigger in the production environment during work hours.
What happens when you deactivate a Salesforce user?
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 is the difference between freeze and deactivate 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 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.
Why don’t you want to deactivate a user?
You don’t want deactivated users tied to accounts, contacts, leads or opportunities because that means nobody is paying attention to them. Therefore, you need to transfer the ownership of those records to someone else within your organization. You can learn more about transferring records on the Salesforce help page.
What is Salesforce admin?
One of your responsibilities as a Salesforce Admin is to manage all the Salesforce users and the access they have to your Salesforce org. This includes the process of deactivating a user from Salesforce so they no longer have access. Typically this happens when someone exits the company or no longer needs a license.
What to do when someone leaves Salesforce?
Free ze the User. 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.
Can you rename a user in Salesforce?
You might think it is harmless to rename a user to someone else but then you lose all the historical data tied to that user. When you rename a user in Salesforce then all that data will now be tied to the person you renamed them too.
Can you deactivate a user on a frozen account?
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.
