Tag: Deactivate User

Automated Cleanup When User Is Deactivated – Assign to an Inactive User Profile and Remove Role
How To

Automated Cleanup When User Is Deactivated – Assign to an Inactive User Profile and Remove Role

jenwlee

Here are a few lessons learned from implementing this use case: Automate the profile assignment and role removal of a deactivated user via process builder. Use a custom label to store the profileID for the Inactive User profile versus hardcoding the ID in your process builder.   This blog post was inspired by Ashley Papp who… Continue reading Automated Cleanup When User Is Deactivated – Assign to an Inactive User Profile and Remove Role

Automated Cleanup When User Is Deactivated -Remove User from Permission Sets
How To

Automated Cleanup When User Is Deactivated -Remove User from Permission Sets

jenwlee9 Comments

Here are a few lessons learned from implementing this use case: Automate the removal of permission sets from a deactivated user. Understand the structure of permission set and permission set assignments. Use process builder to invoke flow. Strengthen your flow from faulting by adding decision elements. Provide descriptions, where provided, in Salesforce. This may be… Continue reading Automated Cleanup When User Is Deactivated -Remove User from Permission Sets

Automated Cleanup When User Is Deactivated – Managed Package Licenses
How To

Automated Cleanup When User Is Deactivated – Managed Package Licenses

jenwlee8 Comments

When a user is deactivated from Salesforce, there is cleanup work that is needed after the fact if you want to keep your org relatively free of “clutter.” In most cases, leaving inactive users associated to public groups, queues, permission sets, etc. is fairly harmless. As I mentioned before, it’s just clutter in your org.… Continue reading Automated Cleanup When User Is Deactivated – Managed Package Licenses