what happens to the records if record owner is inactivated or deleted from the orgHow to revoke all the...
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what happens to the records if record owner is inactivated or deleted from the org
How to revoke all the sharing for a record?Generic account owner considerations - record skew - customer portal accounts?Updating account on opportunity causes owner sharing record get deletedRecord Sharing Using Role HierarchiesHow to share Case record to owner's manager using Manager GroupsHow do I keep data private using the role hierarchy and org-wide defaults?OWD settings for public siteHow to give Edit access to a user to the records that are not owned by himContact sharing is not working only for a specific Account record typeSharing records without the ability to report the same
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
asked 14 hours ago
Nitish AgrawalNitish Agrawal
62
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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
asked 14 hours ago
Nitish AgrawalNitish Agrawal
62
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
asked 14 hours ago
Nitish AgrawalNitish Agrawal
62
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
asked 14 hours ago
Nitish AgrawalNitish Agrawal
62
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.
asked 14 hours ago
Nitish AgrawalNitish Agrawal
62
New contributor
Nitish Agrawal is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
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asked 14 hours ago
Nitish AgrawalNitish Agrawal
62
New contributor
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asked 14 hours ago
Nitish AgrawalNitish Agrawal
62
asked 14 hours ago
Nitish AgrawalNitish Agrawal
62
62
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New contributor
Nitish Agrawal is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
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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
answered 13 hours ago
RobGTXRobGTX
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1 Answer
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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
answered 13 hours ago
RobGTXRobGTX
436
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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
answered 13 hours ago
RobGTXRobGTX
436
New contributor
RobGTX is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
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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
answered 13 hours ago
RobGTXRobGTX
436
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
answered 13 hours ago
RobGTXRobGTX
436
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 13 hours ago
RobGTXRobGTX
436
New contributor
RobGTX is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
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answered 13 hours ago
RobGTXRobGTX
436
answered 13 hours ago
RobGTXRobGTX
436
436
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RobGTX is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
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New contributor
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