In this Salesforce tutorial, we will learn to Freeze and Unfreeze a user in Salesforce. The feature of freezing and unfreezing a user account is available in both Salesforce Lightning and Salesforce Classic editions.
Freezing a User Account in Salesforce
In Salesforce, we have a feature to freeze the user account a user, preventing that user from logging in and making changes to records. This feature is useful in situations where there’s a need to restrict a user’s access quickly, such as when an employee is no longer with the company.
Reasons to freeze a User account
Freezing a user account in Salesforce is a security measure that should be carefully considered and implemented based on specific circumstances. Below are the considerations and potential reasons to freeze a user account.
- It is required to freeze a user account when an employee leaves the company. Freezing the account ensures that the former employee cannot access the organization’s data.
- If there is a security breach or any unauthorized access or misuse of Salesforce data by a user, freezing the account can be an effective way to prevent further damage.
- When there is a requirement to temporarily restrict the user access to organization data without deleting the user account, in that scenario freezing the account is more effective.
Unfreezing a User Account in Salesforce
In Salesforce, unfreezing a user account is an important step to take when a user is mistakenly frozen or when their account has been temporarily suspended due to security reasons. Unfreezing the account allows the user to resume normal access to Salesforce.
How to Freeze and Unfreeze User in Salesforce Lightning
In the below step, we will discuss the method to freeze and unfreeze a user in Salesforce Lightning.
1. Navigate to the Setup page of Salesforce Lightning, and for that, click on the settings icon on the upper left side of the screen, then select Setup from the options in the dropdown.
2. On the setup page of Lightning, go to the Quick Find Box and search, then select Users.
3. In the Users Setup window, we can see a list of users, and from the list, click on the name of the user account name that you want to freeze.
In this example, I have the user account Ryan Bolt to freeze it.
4. In the Edit window of the user account, click on the Freeze button.
As we click on the Freeze button, the account will freeze; from here, we can again unfreeze this account by clicking on the Unfreeze button.
In this way, we can freeze and unfreeze a user account in Salesforce Lightning with the help of the above steps.
How to Freeze User in Salesforce Classic
To freeze and unfreeze a User account in Salesforce Classic, first switch to the Salesforce Classic edition and follow the below steps.
1. On the Home page of Salesforce Classic, click on the Setup tab that is on the upper left side of the window.
2. On the setup page of Salesforce Classic, go to the Quick Find box in the left sidebar and search, then select Users.
3. In the Users setup window, we can see a list of users in the org, and from here, click on the name of users that you have to freeze.
In this example, I have selected the account Mathew Broad to freeze it.
4. In the Edit page of the user account, click on the Freeze button.
As we click on the Save button, the user account will freeze. We can also unfreeze this account from here by clicking the Unfreeze button.
In this way, we can freeze and unfreeze a user account in Salesforce Classic by following the above steps.
Conclusion
In this Salesforce tutorial, we have learned about the method to Freeze User in Salesforce and also learned to Unfreeze a user account. In the above examples, we have discussed the method of freezing and unfreezing the user account in Salesforce Lightning and Salesforce Classic respectively.
Along with this, we also learned about the uses of freezing users in salesforce org and also came to know about the requirement of freezing a user account.
You may like to read:
- How to Assign Permission Sets to Users in Salesforce
- How to View and Edit Password Policies of Profiles in Salesforce
- Lock and Unlock User Accounts in Salesforce
- How to Freeze or Unfreeze Multiple Users via Salesforce Data Loader
- How to Freeze User’s Account Using Salesforce Flow
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.
