I have two active users: Akira the administrator, and Naoki the non-administrator.

I want to transfer the admin rights of Akira to Naoki. However, according to this knowledge article, I need to deactivate/freeze the account of the previous administrator (i.e Akira). I do not want to do that as both of them are still within the organization, and both of them have reports and dashboards related to them. I am concerned that deactivating/freezing might cause errors.

Is there any way to do a simple swap of the user roles/privileges/rights?

Another concern I have is that the two users are currently on different licenses. I am unable to edit their license types. Is this behavior correct?

  • maybe you can swap emails and usernames for that users? – Oleksandr Berehovskyi Apr 6 '18 at 8:31
  • Can you share license types for the respective users? – tugce Apr 6 '18 at 9:12
  • Can't you just update the profile of user directly? – salesforce Developer Apr 6 '18 at 10:23
  • The point of the documentation is, you can't have zero System Administrators. So if SA#1 left the company you can't deactivate them until someone else has become System Administrator. If you're not trying to deactivate anyone the article isn't relevant. – Charles T Apr 6 '18 at 12:06
  • Sorry for the late reply. One of them has license type Salesforce, the other has Salesforce Platform. – ohseekay Apr 9 '18 at 7:42

The Knowledge Article about this says:

deactivate or freeze the previous System Administrator's login (if they're no longer with your company).

Obviously other admin is still in your company. So first change Naoki the non-administrator to System Administrator profile. After this, change Akira the administrator to non-admin profile.

I can't comment on licence types as you didn't share their license types.

  • 1
    A link to that documentation would improve the answer quality. – Pranay Jaiswal Apr 6 '18 at 10:45

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