In this Salesforce tutorial, we will learn to Deactivate Salesforce Users in an org. We will see the process of deactivating a user in Salesforce Lightning and Salesforce Classic editions. We also discuss the considerations that we should be aware of while deactivating a user in a Salesforce organization.
User Deactivation in Salesforce
In Salesforce, a user is deactivated to manage the user’s access to the organization. The deactivation of a user account is done by the Admin and the deactivated user loses access in the organization.
Salesforce does not allow an outright deletion of users. Deleting a user can result in loss of critical business information. Deactivating a user prevents access but preserves all historical activity and records.
Considerations while Deactivating User in Salesforce
- The deactivated user will be there in the list of users, but the status will be inactive.
- The deactivated user will still appear as a member of public groups, sales teams, and Opportunity teams.
- The deactivated Chatter user can appear as the owner of the chatter group but that chatter user will be inactive.
- Deactivating the user doesn’t affect the records they owned until ownership is transferred to others.
Deactivate Salesforce User in Salesforce Lightning
To Deactivate the Salesforce User in Lightning, navigate to the Setup page of Lightning and follow the below steps.
1. On the Setup page of Salesforce Lightning, go to the Quick Find box and search for the user, and from the options select Users.
2. In the users’ setup window, select the user that you have to deactivate. In this example, I have selected the user Ryan Bolt to deactivate.
3. In the User details section, click on the Edit button.
4. In the general information of the user disable the checkbox of the Active field.
5. As we uncheck the Active field, a pop-up window will appear on the screen, with a warning that on deactivating the user, the user will be removed from all the active groups. In this window, click on the OK button.
6. Now click on the Save button, to apply changes for the user.
7. As we click on the Save button, the User Deactivation window will open, and here activate the checkboxes to remove the deactivated user from Opportunites and Cases.
If you have added this user to an opportunity team and assigned a percentage in the opportunity split then in that case, the user can’t be removed from the opportunity teams
After activating the checkboxes, click on the Save button.
As we click on the Save button, the user will be deactivated. In this way, we have successfully deactivated the user with the help of the above steps.
Deactivate Salesforce User in Salesforce Classic
To Deactivate Salesforce User in Salesforce Classic, log in to your Salesforce developer account and follow the below steps.
1. On the Home page click on the Setup tab, which is on the upper right side of the window.
2. In the Setup page of Classic, go to the Quick Find box and search, then select Users under the heading Manage Users.
3. In this step, we can see the list of users in the organization. Now click on the Edit button of the user that you have to deactivate. In this case, I have selected the user Mathew Broad.
4. In the User Edit window, disable the Active field in the General Information section.
5. When we disable the Active field, a pop-up message will appear on the screen displaying the message that the user will be removed from the delegated groups. Here, click on the OK button.
6. Now click on the Save button to apply changes.
7. In the User Deactivation window, activate the checkboxes to remove the deactivated user from Opportunities Teams and Cases.
In case, this user is in an Opportunity group with an assigned opportunity split, then this user can’t be removed from the opportunity teams.
After activating the checkboxes, click on the Save button.
As we click on the Save button the selected user will be deactivated in the organization. In this way, we have successfully deactivated a user in Salesforce Classic with the help of the above steps.
Conclusion
In this Salesforce tutorial, we have learned about deactivating an active user in Salesforce. We have discussed the method of user deactivation in Salesforce Lightning and Salesforce Classic editions and with the help of the above examples we have deactivated the user in Lightning and Classic editions respectively.
You may like to read:
- How to Deactivate the Salesforce Developer Edition Org
- How to Check User Licenses in Salesforce
- How to Activate or Deactivate a User From Salesforce Apex
- How to Disable Apps at Profile Level in Salesforce [2 ways]
- How to Freeze or Unfreeze Multiple Users via Salesforce Data Loader
- How to Mass Deactivate users in Salesforce via Data Loader
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
