Thursday, October 5, 2017

User Records

  • User record is required to login.
  • 1 Person = 1 User = 1 User License
  • User record can not be deleted, but can be deactivated.
  • Records in SF can be assigned to:
    • Active user
    • Queue

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  • Freeze User –
    • To prevent user to login, but the user is still active. Best to freeze user to perform maintenance when you don’t want user to login temporary.
    • Someone left the company, need to deactivate user, but can’t deactivate due to the user is tied to some workflow rules/other rules. Best to freeze the user to prevent login immediately, delete the rules/sort out other things, then deactivate the user.

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