2

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?

2

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

2
  • Thanks for that. If I understand correctly, this list doesn't cover external services using his credential? – Lance Shi Oct 9 '17 at 0:34
  • Not that it matters now but this is an excellent reason why a dedicated api user account should be created for integrations and not use a user account – Eric Oct 9 '17 at 0:44

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.