Efficiently offboarding users in Salesforce requires precision and expertise. After exploring the User360 configuration’s significance in the previous blog, which emphasized templates, we now delve into the implementation phase. This blog guides you on seamlessly and efficiently offboarding users using previously configured templates.
Recap from Previous Blog:
In the prior blog, we configured User360 to streamline offboarding, emphasizing template importance. These configured templates serve as a powerful tool, ensuring an error-free and streamlined offboarding process.
When offboarding users, follow these steps:
- Navigating to the “Requests” Tab: Begin the offboarding journey by moving to the “Requests” tab within User360.
- New Request: Initiate a new request by selecting the appropriate process template and specifying the execution date and time.
- Updating User Details: Upon reaching the initial step, “Deactivate or Freeze User,” gain the ability to modify user details for accuracy in the offboarding process.
- Remove from Permission Sets: Progress by revoking permission sets assigned to the user, enhancing precision in offboarding workflows.
NOTE: If any editable fields were set during template creation, update or add details as needed and save the step.
- Remove from Public Group/Queue: Continue by excluding the user from public groups or queues, as defined in the template, ensuring meticulous data transitions. .
- Submitting the request: After entering all requisite details in each step, the option to “Submit” the request becomes available. Repeat these steps using User360 process templates for as many users as require offboarding.
- Progressing Through Subsequent Steps: Adhere to the template, navigating through each step as dictated by offboarding requirements. Systematically update information in each step, ensuring completeness and accuracy.
- If you encounter any errors or issues, utilize the “Related Logs” tab to access more detailed information.
- You can always ‘Recall’ your submitted request, make changes, and ‘Resubmit’ the request.
- Before the request starts executing, you can cancel it by selecting ‘Cancel Request.’ Once ‘Cancelled,’ you cannot edit the request.
- Immediate Execution: Alternatively, for instant execution, select “Execute Now” to conclude the offboarding process.
You’ve now become skilled at using the Offboarding User Templates with User360, simplifying your Salesforce journey and keeping it engaging.
By adopting User360 for offboarding, users can achieve precision and efficiency in a challenging manual process. Offboarding templates empower users to uphold data security while simultaneously saving valuable time and resources. Stay tuned for our upcoming blog, where we unravel advanced features of User360, enhancing your grasp on comprehensive Salesforce user management.