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Who: GBU Data Stewards
What: Check user's record, re-assign to a substitute and create a freshdesk ticket, to ash inactivation of the licence.
Table of contents
Step-by-step
About user deactivation...
GBU User Responsible 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, 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.
I. Report about user "Freeze" | |
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| Download the Excel template : 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 | |
Overview Reports available to help you : Use report on Account Teams to find accounts to update :
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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. |
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III. Create a Freshdesk ticket to ask inactication. | |
| Once filled, send the Excel file to CRM support via Freshdesk. |  |
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