Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. It only takes a minute to sign up.
Sign up to join this community
We had an administrator who worked in our company for a certain period and there are a lot of things associated with his account. E.g. workflow rules, record owners, external services which use his account to login.
He has left the company for more than half a year now and we are planning to remove his account to reduce cost. So my question is what areas should I be looking at in order to safely deactivate his account?
See Considerations for Deactivating Users and Why can't I deactivate a system administrator?. I will not replicate these lists in full, because the links are a lot more descriptive, but here's an abbreviated list of things you need to check/be aware of.
Things that can prevent disabling administrators:
Users in custom hierarchy fields
Workflow email alert recipients
Customer Portal Administrator users
Default Web Creator
Lead Process
Assignment Rules
Auto Response Rules
Update Reminders
Big Deal Alert
Auto Response Rules
Assignment Rules
Support Settings
Default Case Creator
Automated Case Owner
Task Assigned to the User
Email Sent to the User
Default Workflow User
In an Approval Process/Approver/Delegated Approver
Other concerns:
Accounts and opportunities owned by deactivated users
Territories and forecasting
Opportunity and account teams
Account teams
Opportunity teams
Delegated external user administrators
Salesforce Files
Created By fields
Record access
