When a sales representative or support agent leaves, removing their Salesforce access sounds simple. In a real Sales Cloud or Service Cloud org, that user may own open opportunities, active cases, scheduled reports, and automation that keeps daily work moving.
I have handled many user offboarding requests where the urgent requirement was “remove access now,” but the safer requirement was “remove access without breaking the org.”
The right approach is to freeze access first when needed, review dependencies, transfer important work, and then deactivate the Salesforce user.
This guide shows how to deactivate user in Salesforce, what to check before you do it, and how to resolve common deactivation errors.