Effortlessly manage Salesforce user deactivation with Flow Builder! Learn to automate user checks, notifications, & and deactivation using custom metadata types …
Here are highlights from article How to Automatically Deactivate Users Who Haven’t Logged On in 90 Days – Salesforce Admins
1. Using Flow Builder for user management in Salesforce Admin:
– Flow Builder allows Salesforce Admins to automate user management tasks such as deactivating users who have not logged in for a certain period of time.
– It eliminates the need for manual tasks or using Data Loader to deactivate users.
2. Configuring a record-triggered flow and schedule-triggered flow:
– Salesforce Admins can configure a scheduled flow that runs every day to check for users who meet the criteria for deactivation.
– A decision is used in the flow to evaluate the length of time since last login and decide whether to take action.
3. Using a custom metadata type to manage app configuration or text:
– Admins can use a custom metadata type to manage the list of profiles that are opted into the auto-deactivation process.
– This allows for easier maintenance of the list without having to update the flow.
4. Notifying users and their managers before deactivation:
– Before deactivating users, Admins can notify them and their managers a week in advance.
– This gives users the opportunity to log in and avoid deactivation if they still need access.
5. Custom fields on the User object:
– Admins can create custom fields on the User object to track the user’s actual profile name and flag them as qualifying for auto-deactivation.
– This helps in determining which users should be deactivated based on their profile and login activity.
You can read it here: https://sfdc.blog/esaVJ
Source from admin(dot)salesforce(dot)com