Deactivate and Cleanup a Community User.
- 1.Create a custom checkbox field called “Remove Perm Set Assignment Processing” that if set to true will be picked up in a scheduled flow to remove …
- 2. Create a custom permission called “Ability to Deactivate a Portal User” by going to Setup | Custom Permissions and click New. We will use the …
- 3. Create a permission set called “ Ability to Deactivate a Portal User .”. Go to Setup | Permission Sets, click on the New button.
- 4. Create another permission set called “Deactivate Portal User – Used in Flow.”. Go to Setup | Permission Sets, click on the New button.
Table of Contents
How to enable community in Salesforce?
To enable community in Salesforce go tosetup -> Build -> Customize -> Communities and click onsettings. and check enable communitiescheck box and enter your domain name andsave it. Note:You cannot change your domain name once you save it. This domain name will be used in all of your communities. See the below screen for reference.
How do I delete a community?
You cannot delete the Community, but you can mark it Inactive so that no one can access it. Use the Community Management page for that Community to change its Status. I hope it will be helpful.
How to add members to your Salesforce community?
To add members to your Salesforce communities go to Setup -> Build -> customize -> Community -> manage community -> and edit your community and click on Members and add profiles or permission sets you want give access to community. See the below screen for reference.
How to deactivate a portal user in Salesforce?
Create a permission set called “ Ability to Deactivate a Portal User.” Go to Setup | Permission Sets, click on the New button. This permission set will include the Ability to Deactivate a Portal User custom permission, the ability to View All Users and to Assign Permission sets.
How do you delete community?
Delete a communityOn your Android phone or tablet, open the Currents app .Tap Communities.Tap Yours.Tap the community you want to delete.Tap More .Tap Delete community.Check the box next to “I understand that I’m deleting this Community and that I won’t be able to undo it.”Tap Delete community.
How do I delete a community page in Salesforce?
To delete a page, click Delete Page. next to the specific page you want to delete. To delete page variations (if available), open the Page Actions menu and click Page Settings.
How do I disable a community in Salesforce?
Deactivate a CommunityOpen Community Workspaces orCommunity Management.Click Administration | Settings.Click Deactivate. Your community is inactive and offline. When a community is inactive, members still see it in the menu, but can’t access it unless they have the “Create and Set Up Communities” permission.
How do I edit communities in Salesforce?
To add members to your Salesforce communities go to Setup -> Build -> customize -> Community -> manage community -> and edit your community and click on Members and add profiles or permission sets you want give access to community.
How do I delete a page layout in Salesforce?
To delete a Page Layout:Go to System Settings > Objects and Fields.Click the object that contains the layout you want to delete.From the Object Management list, select Page Layouts.Click the three dots on the right and select Delete This Layout.Select a replacement layout from the dropdown.More items…
How do I delete a flexi page?
If it’s not set as default, you can just run the delete against the Flexipage (even if it has app -> record type -> profile assignments).
How do I delete a Salesforce portal user?
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…•
Can we delete portal user in Salesforce?
You can’t delete any user in sales force. You can only deactivate them.
How do you delete a community on Reddit?
Reddit Help It is not possible to delete a community once it has been created. It will continue to exist and even if you leave, be available for new moderators to take over via request in r/redditrequest.
What are Salesforce communities?
What are Salesforce Communities? Salesforce is a San Francisco based company that provides customer-relation management (CRM) software solutions. Above all, Salesforce communities are brand spaces that work to facilitate collaboration and connection for employees, business partners, and customers.
How do I edit a community builder in Salesforce?
Edit Community Pages and Components in Community BuilderFrom the Pages menu in the top toolbar, select the page that you want to edit.Click to open the Components panel. … Drag the required component from the Components panel onto an editable area of the page.More items…
How do I create a new community in Salesforce?
Step 1.) From Setup, search for communities setting and click on it. Step 2.) Click on New Community button to create a new community.
When you update the IsPortalEnabled on the portal user record to unchecked, does Salesforce?
When you update the IsPortalEnabled on the portal user record to unchecked, Salesforce runs a process behind the scenes to disassociate a contact from the user record for a customer community user or contact and account from the user record for a partner community user.
How to deactivate a portal user?
Go to Custom Permissions, click Edit, select the “Ability to Deactivate a Portal User” and click on the Add button and Save.
How to enable other system permissions?
Go to System Permissions and check the Enabled checkbox next to Manage Users and Save. By doing this, it will also enable other system permissions as well.
Where is the flow in Salesforce?
5. L et’s create the flow. For those using Salesforce Classic, flow can be found in Create | Workflows & Approvals | Flows. In Lightning Experience, it is found under Process Automation | Flows.
Can a user remove permissions?
A user can only assign permission sets to themselves. They cannot, however, remove permission sets assigned to themselves. As mentioned before, we need to remove the Manage Users permission from the user as it should only be temporarily assigned. At the end of my portal user deactivation process, I set a remove permission set processing flag for the running user. While I could write a batch that runs several times a day to remove the permission set and reset the processing flag, I decided to go all declarative with a scheduled flow that runs daily to remove the permission set from the user and reset that processing flag.
How to enable community in Salesforce?
To enable community in Salesforce go tosetup -> Build -> Customize -> Communities and click onsettings. and check enable communitiescheck box and enter your domain name andsave it. Note:You cannot change your domain name once you save it. This domain name will be used in all of your communities.
What is Salesforce community?
Salesforce Communities are very useful for employees, customers and partners to connect in one place. We can create and customize communities according to our requirement. Communities was released in summer’ 13 release. You can collaborate and communicate with people outside of your company who are key to business.
Can you swipe between communities in Salesforce?
Once communities is enabled new header will be enabled in your salesforce org, there you can swipe between multiple communities. See the below screen for reference.
