How to Freeze and Unfreeze User in Salesforce

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.

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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.

Freeze a user account in Salesforce

2. On the setup page of Lightning, go to the Quick Find Box and search, then select Users.

Salesforce Lightning Freeze a User Account

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.

Select User to freeze account in Salesforce Lightning

4. In the Edit window of the user account, click on the Freeze button.

Freeze a user account in Salesforce Lightning

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.

Salesforce Unfreeze a user account in Lightning


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.

Salesforce Classic Freeze a user account

2. On the setup page of Salesforce Classic, go to the Quick Find box in the left sidebar and search, then select Users.

Select User to freeze account in Salesforce Classic

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.

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In this example, I have selected the account Mathew Broad to freeze it.

Freeze a user account in Salesforce Classic

4. In the Edit page of the user account, click on the Freeze button.

Salesforce Freeze a user account in Classic

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.

Unfreeze a user account in Salesforce Classic

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.

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