what happens to the records if record owner is inactivated or deleted from the org
I have private sharing mode (OWD) for a custom object. Thus, only record owners have access to their respective records. Now one of the owner (user) needs to be deactivated. how to handle the records owned by him?
What is the conventional way to handle this scenario?
sharing owd
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I have private sharing mode (OWD) for a custom object. Thus, only record owners have access to their respective records. Now one of the owner (user) needs to be deactivated. how to handle the records owned by him?
What is the conventional way to handle this scenario?
sharing owd
New contributor
add a comment |
I have private sharing mode (OWD) for a custom object. Thus, only record owners have access to their respective records. Now one of the owner (user) needs to be deactivated. how to handle the records owned by him?
What is the conventional way to handle this scenario?
sharing owd
New contributor
I have private sharing mode (OWD) for a custom object. Thus, only record owners have access to their respective records. Now one of the owner (user) needs to be deactivated. how to handle the records owned by him?
What is the conventional way to handle this scenario?
sharing owd
sharing owd
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New contributor
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Nitish AgrawalNitish Agrawal
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Anyone above that user in the Role Hierarchy will still have access, even if the owner is inactive.
Ultimately you will want to reassign these records to a new user.
You can do this 1-by-1 by simply changing the record owner
https://help.salesforce.com/articleView?id=data_about_transfer.htm&type=5
to transfer everything at once, use the Mass Transfer tool
https://help.salesforce.com/articleView?id=admin_transfer.htm&type=5
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1 Answer
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Anyone above that user in the Role Hierarchy will still have access, even if the owner is inactive.
Ultimately you will want to reassign these records to a new user.
You can do this 1-by-1 by simply changing the record owner
https://help.salesforce.com/articleView?id=data_about_transfer.htm&type=5
to transfer everything at once, use the Mass Transfer tool
https://help.salesforce.com/articleView?id=admin_transfer.htm&type=5
New contributor
add a comment |
Anyone above that user in the Role Hierarchy will still have access, even if the owner is inactive.
Ultimately you will want to reassign these records to a new user.
You can do this 1-by-1 by simply changing the record owner
https://help.salesforce.com/articleView?id=data_about_transfer.htm&type=5
to transfer everything at once, use the Mass Transfer tool
https://help.salesforce.com/articleView?id=admin_transfer.htm&type=5
New contributor
add a comment |
Anyone above that user in the Role Hierarchy will still have access, even if the owner is inactive.
Ultimately you will want to reassign these records to a new user.
You can do this 1-by-1 by simply changing the record owner
https://help.salesforce.com/articleView?id=data_about_transfer.htm&type=5
to transfer everything at once, use the Mass Transfer tool
https://help.salesforce.com/articleView?id=admin_transfer.htm&type=5
New contributor
Anyone above that user in the Role Hierarchy will still have access, even if the owner is inactive.
Ultimately you will want to reassign these records to a new user.
You can do this 1-by-1 by simply changing the record owner
https://help.salesforce.com/articleView?id=data_about_transfer.htm&type=5
to transfer everything at once, use the Mass Transfer tool
https://help.salesforce.com/articleView?id=admin_transfer.htm&type=5
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answered yesterday
RobGTXRobGTX
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Nitish Agrawal is a new contributor. Be nice, and check out our Code of Conduct.
Nitish Agrawal is a new contributor. Be nice, and check out our Code of Conduct.
Nitish Agrawal is a new contributor. Be nice, and check out our Code of Conduct.
Nitish Agrawal is a new contributor. Be nice, and check out our Code of Conduct.
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