Have you ever wanted to pull the plug on a Salesforce user but were not able to because they were part of a case escalation rule, an email alert, an assignment rule, or an approval process?
If you have a sizable Salesforce instance, you almost have to hire a private detective to figure out exactly which case escalation rules, email alerts, assignment rules and or approval processes need to be modified before you can deactivate the user. But most private detectives don’t know Salesforce so you’ve got to figure it out on your own (or call StarrForce Support), and you probably have more important things to do.
So what do you do? For larger companies, or those that have many of these processes, we recommended that you create a spreadsheet of the users and the processes that they are attached to. Then when you need to deactivate a user you can search your spreadsheet for the user name and match it to the process that needs to be modified.
Keep in mind that if the process notifies a queue or group, the user will need to be removed from those as well.
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