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What is the best way for an admin to handle the firing of an employee with multiple system dependencies?

a. Deactivate the user in Salesforce
b. Delete the user's profile
c. Reassign all records owned by the user
d. Remove the user from all permission sets

User Bret
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1 Answer

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Final answer:

The best approach for an admin when firing an employee with system dependencies is to reassign all records owned by the user before deactivating their Salesforce account, to ensure business continuity and prevent data loss.

Step-by-step explanation:

Handling Employee Termination with System Dependencies

When firing an employee with multiple system dependencies, it is critical to ensure that the process is managed carefully to prevent data loss and to maintain system integrity. The most advisable step is to reassign all records owned by the user. Simply deactivating the user in Salesforce would prevent access but would not transfer ownership of the records, potentially leaving orphaned records that could disrupt business operations. Deleting the user’s profile is generally not recommended as it could lead to data loss and compliance issues. Similarly, removing the user from all permission sets does not address the ownership of records and could still leave orphaned records. Thus, reassigning all records to another active user or users is the most systematic and sensible approach. Once the records have been reassigned, the user can be deactivated to ensure they no longer have access to the system.

User Meberhard
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