Sometimes this is as not as easy as it might sound. Just go to Setup>Manage Users>Users and then select their name right? All you have to do is uncheck the "Active" box right? Then you get hit with that error dialog telling you that you can't remove this user because they are in the default lead assignment rules. Or, if they are listed as the system default user who is to be assigned any unassigned leads that come in from a web-to-lead form.
In both cases, you just need to remove the user from either of these places to be able to deactivate their license. Just plan ahead if you are told that a certain user is to be deactivated at a date in the future. If you don't get notified fast enough, you may have to switch a users' profile to a read-only version temporarily, and then deactivate their license next, after having removed them from the lead assignment rules and other groups.
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3 comments:
Outstanding, thanks for the information.
What do you recommend as far as learning more about Salesforce. I was recently tasked with managing Salesforce for our company and I am a little lost on its functions and usages. Any advice will help.
I'd suggest viewing as many of the pre-recorded training sessions as you can. Don't hesitate to call the support number and don't forget that you likely have a customer success manager that you can have a call with as well to get help and learning. Try to get your company to send you to Dreamforce - there you'll want to attend as many "hands on sessions" as you can. Very much worth the cost of going. Look to see if you have a user group in your community too.
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