Deactivate a user licence (Freeze / Inactivate) - GBU Data Steward

Step-by-step

PREAMBULE: About user deactivation...

GBU CRM Champion is responsible to request User deactivation via Freshdesk for:

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

Additionally, Support team will monitor User leaving solvay (via a daily report from GUDsis 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.

FYI: Freeze a license disabled SSO user access..

I. Report about user "Freeze"
Data Steward will receive a weekly report every wednesday with the list of user "FREEZE" per GBUs : https://solvay-crm.my.salesforce.com/00O24000004r5yU
Open the excel template, and select "Add user to account team" sheet.
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 to ask inactication.
Once filled, send the Excel file to CRM support via Freshdesk.