In Salesforce, managing user access is crucial for maintaining data security and integrity. Salesforce administrators must often freeze or unfreeze multiple user accounts efficiently, especially during critical business processes or security incidents.
In this Salesforce tutorial, I will guide you on how to freeze or unfreeze multiple users using the Salesforce data loader.
Using Salesforce Data Loader for User Management
In Salesforce CRM, Data Loader is a robust and efficient data management tool for handling large volumes of data within Salesforce. It supports various operations, including insert, update, upsert, delete, and hard and soft delete. Due to its capability of managing bulk data efficiently and accurately, it is better to perform the freezing or unfreezing of multiple users via the data loader.
We can perform the freezing-unfreezing of users manually also but it can consume a lot of time when you have to manage the bulk user accounts.
Freeze Multiple Users via the Salesforce data loader
To freeze the user accounts in bulk via data loader, make sure that you have installed the data loader in your system and have access to the system admin to freeze the user accounts.
Now, follow the steps below if you meet the above conditions.
1. To freeze the user account, we need to prepare a CSV file first, and for that, we will run the data export operation for the data objects UserLogin and a standard User object.
2. Now open the data loader, log in with your credentials, and run the export for the data object User Login by following the steps.
- Click Export.
- Select the data object User Login, then select the file location and click Next.
- Select the query fields Id, IsFrozen, and UserId, then click on the Finish button.
- Open the extracted data in a CSV file.
3. Now, following the above steps, run an export for the standard User object and select the fields Email, ID, and Name.
4. Now, we will combine both exported data with the help of the Excel Vlookup function. In the User extract file, create a column LoginID and populate the column with the help of the Lookup formula “=VLOOKUP(B2, userloginextract.csv!B$2:C$24, 2, TRUE)“.
After this, create a column IsFrozen and enter the value TRUE for the user accounts that you have to freeze.
5. Now except for the users’ records that you have to fr