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Jaanu
What all admin tied to in Salesforce ?
Hi !
Let us say we have an Admin. He will be owner of leads, Opportunities, accounts, he will get alerts, his email id used in email templates etc. But he left the company ... now, we need to deactivate him. How do we find what all he is tied to in Salesforce, so, that I can do mass transfer of records, change templates, apex classes if any). How to get this list please ? what is the procudere or quick way transferring the records etc. pls let me know. Thanks.
Let us say we have an Admin. He will be owner of leads, Opportunities, accounts, he will get alerts, his email id used in email templates etc. But he left the company ... now, we need to deactivate him. How do we find what all he is tied to in Salesforce, so, that I can do mass transfer of records, change templates, apex classes if any). How to get this list please ? what is the procudere or quick way transferring the records etc. pls let me know. Thanks.
Greetings to you!
Please refer to the below knowledge articles and links which might help you further with the above requirement.
https://help.salesforce.com/articleView?id=000325754&type=1&mode=1 (https://help.salesforce.com/articleView?id=000325754&type=1&mode=1)
https://adminhero.com/2016/06/27/best-practices-managing-salesforce-users/
https://admin.salesforce.com/blog/2015/users-may-come-go-records-must-live
https://help.salesforce.com/articleView?id=000327017&language=en_US&type=1&mode=1 (https://help.salesforce.com/articleView?id=000327017&language=en_US&type=1&mode=1)
https://help.salesforce.com/articleView?id=admin_transfer.htm&type=0 (https://help.salesforce.com/articleView?id=admin_transfer.htm&type=0)
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks and Regards,
Khan Anas