Salesforce User Offboarding Checklist: Steps to Take When a User Leaves Your Organization

Checklist by Object and Category

Review all lead assignment rules and auto-response rules to ensure they don't reference the departing user. Update Web-to-Lead settings if the user was configured as the response contact.

Leads

• Generate Leads from Your Website for Your Sales Teams
• Create Multiple Business Processes
• Managing Assignment Rules
• Set Up Auto-Response Rules

Opportunities

• Schedule Reminders to Update Opportunities
• Activate Big Deal Alerts

Auto Response Rules-Cases

• Set Up Assignment Rules
• Customize Support Settings
• What is the Automated Case User used for?

Check the Default Workflow User setting in Setup to confirm it isn't assigned to the departing user, as this can cause workflow failures.

Workflows and Approvals

• Field Update Actions
• Assign Tasks to Multiple People in Salesforce Classic
• Use Email Logs to Monitor Emails Sent from Salesforce
• Sample Approval Processes
• Identify Your Salesforce Org’s Default Workflow User

Confirm the running user for Dashboards should not be assigned to the departing user,

Dashboards/Reports

• Choose a Running User in Salesforce Classic
• Manage a Report’s Schedule

Record Owner

• Guidelines for Creating Accounts
• Contact
• What is a Lead?
• What’s a Case?
• Opportunities
• Campaigns
• Contracts
• Manage Custom Objects

Other

• Enable Salesforce to Salesforce
• Change the Running User of a weekly data export
• Monitoring Scheduled Jobs
• Manage Reporting Snapshots
• Choose a Running User in Salesforce Classic
• Use Email Logs to Monitor Emails Sent from Salesforce
• Monitoring Bulk Data Load Jobs
• Create an Apex Trigger
• Time-Based Workflow FAQ
• Set Up Queues
• Create and Edit Groups
• Change the primary contact of your company