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
Nitish Agrawal is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
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
Nitish Agrawal is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
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
New contributor
Nitish Agrawal is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
New contributor
Nitish Agrawal is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
New contributor
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asked yesterday
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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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1 Answer
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active
oldest
votes
active
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votes
active
oldest
votes
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
RobGTX is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
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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
RobGTX is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
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
RobGTX is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
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
RobGTX is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
New contributor
RobGTX is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
answered yesterday
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RobGTXRobGTX
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Nitish Agrawal is a new contributor. Be nice, and check out our Code of Conduct.
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