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Step-by-step

PREAMBULE: About user deactivation...

GBU User Responsible CRM Champion is responsible to follow activity of users (users not logging in for more than 3 months)  using dashboard User Management and request User deactivation via Freshdesk forif needed :

• End of Contract with Solvay.Solvay 
• User moving to another GBU
• Change of Jobs Job that CORE Core CRM system access is not required or forbidden (example: from Sales to Procurement).
• Other reasons.

Additionally, Solvay IS CRM team will monitor User leaving solvay (via a daily report from Gudsys HR system) and not logging in for more than 3 months to respect Solvay policy(via a SFDC monthly report). Support team will start perform the first step of inactivation by moving licence to a Community License and FREEZE user licence to wait more detailed analyze.

Freeze a license disabled SSO user access and in the same time.

in order to respect Solvay policy, Off Boarding process in Service one will generate request for User having  left Solvay and still active in core CRM to be deactivated .

First step of inactivation is to change licence to a Community basic if needed and to  Freeze user in order to wait for more  information (ex: critical user in a queue must be replaced).

FYI: Freezing a user will disable SSO (single sign on ) so prevent user access and donwgrading licence from full to community basic will keep available full licences in core CRM pool .

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I. Report about user "Freeze"
Download the Excel template : https://solvay-crm.my.salesforce.com/00O24000004r5yU
Open the excel template, and select "Add user to account team" sheet.
Data Steward can identify users who do not use CRM or must be deactivated.	Image Added
II. Check the user's record criticity
Overview Reports available to help you : Use report on Account Teams to find accounts to update : Folder : GBU Data Steward Reports Report : Account Teams - Update Members Link : https://solvay-crm.my.salesforce.com/01Z24000000EXUZ
Use Login-as to re-execute the report. It will allow you to see report, click on it an do changes.  Note: Team member role does not have any impact on rights on the account, it is just a label.
Fill the Account access level using the picklist. Note: Select read access, or write access.
III. Create a Freshdesk ticket Service one request in BMC Helix to ask inactication.		Once filled, send the Excel file to CRM support via Freshdesk.	user inactication (Generic access Management)