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Things to check when a User leaves your organization or company

Дата публикации: Oct 13, 2022
Описание

When a Standard User or System Administrator leaves your Organization or Company, there are some standard items you can check to be sure the Organization is in order for the current Users or ready for a new System Admin. For example, a System Administrator may be the running user for a Dashboard that your Organization regularly views, or they may have set themselves as the Default Workflow User. 

You can update most of these configurations and permissions, using the table below. 

See also:
Choose a Running User in Salesforce Classic
Identify Your Salesforce Org’s Default Workflow User
 
Решение

Checklist by Object and Category


Leads
Opportunities

Auto Response Rules-Cases
Workflows and Approvals
Dashboards/Reports
Record Owner
Other
Номер статьи базы знаний

000385333

 
Загрузка
Salesforce Help | Article