2

I have private sharing mode (OWD) for a custom object. Thus, only record owners have access to their respective records. Now one of the owner (user) needs to be deactivated. how to handle the records owned by him? What is the conventional way to handle this scenario?

  • Thanks @RobGTX for the response. However, I want to check on the fact when you said "Anyone above that user in the Role Hierarchy will still have access, even if the owner is inactive" I think that is only temporary and the access in role hierarchy also ends as soon as the sharing settings are recalculated. Please confirm if you agree? – Nitish Agrawal Mar 8 at 6:39
2

Anyone above that user in the Role Hierarchy will still have access, even if the owner is inactive.

Ultimately you will want to reassign these records to a new user.

You can do this 1-by-1 by simply changing the record owner https://help.salesforce.com/articleView?id=data_about_transfer.htm&type=5

to transfer everything at once, use the Mass Transfer tool https://help.salesforce.com/articleView?id=admin_transfer.htm&type=5

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.