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

Step-by-step

PREAMBULE: About user deactivation...

GBU 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 if needed :

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

Additionally, in order to respect Solvay policy, on a weekly basis User having  left Solvay and still active in core CRM are deactivated (Weekly extract from GUDSIS generates a ticket to CGI).

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 cimmunity basic will keep available full licences in core CRM pool .

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.