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Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

Freezing a user's account


In the Winter '14 release, Salesforce launched a new feature called Freeze user's account. Let's start with an example. In this case, Sara Bareilles is working as a sales manager in Appiuss. She is referenced in many workflows and approval process e-mail notifications. Today is her last day at Appiuss, so as per the company policy, the system administrator has to deactivate her user account after business hours. However, as she is referenced in many places, it will take time to deactivate her user account. First, the system administrator has to remove her user reference from everywhere. In this case, it's better to freeze her user account so that she can't access her account anymore.

To freeze a user's account, follow these steps:

  1. Navigate to Setup | Administer | Manage Users | Users.

  2. Navigate to the user. In this case, Sara Bareilles, and click on the full name to go to the user's detail page:

  3. Click on the Freeze button to freeze the user account.

  4. After freezing the...

You have been reading a chapter from
Salesforce.com customization handbook
Published in: Sep 2014
Publisher:
ISBN-13: 9781849685986
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