3 Replies Latest reply on Dec 27, 2018 8:09 AM by Anne Angele

    Best Practices for Dealing with Inactive Salesforce Users

    Juhno Mann

      Hello,

       

      I'm wondering if anyone has any best practice suggestions for dealing with alerts and inactive Salesforce users. For context, we have alerts going out to lead owners, but sometimes there are leads that may still be owned by someone who has left out company. How are others dealing with this situation? Is there a way to handle this in my flow, or is this something that should be cleaned up on the Salesforce side?

       

      Any suggestions are helpful.

       

      Best,


      Juhno

        • Re: Best Practices for Dealing with Inactive Salesforce Users
          Sanford Whiteman

          Please move the thread to Products  (Move link at the right). This isn't a support space.

          • Re: Best Practices for Dealing with Inactive Salesforce Users
            Christina Zuniga

            My company usually designates a temporary internal 'replacement' to take over a former employee's accounts (opportunities, email) so any notifications sent to FormerWorker will forward automatically (via IT's designation in Outlook) to TemporaryWorker. My Salesforce team doesn't reassign the accounts to TemporaryWoker, they wait until a NewHire is selected. Then when the NewHire starts, they'll start receiving the emails instead (assuming that you're using alerts for "Sales Owner".

             

            If you're using alerts based on a specific email address, like maybe including the digital marketing manager on certain notifications, then I have all of that documented in another system (Confluence, shared docs of some sort, etc) with key words that make it easy for me to find the information and direct links to the smart campaigns to take the guesswork out of it.

             

            For some very custom things, I not only document in a shared system, I also put it into a special naming convention in the name of the smart campaign so I can easily search for it.

            • Re: Best Practices for Dealing with Inactive Salesforce Users
              Anne Angele

              In most cases I've seen, the old salesperson's email is forwarded to a designated replacement (sales leader, another salesperson, etc) as a safety net to make sure nothing is missed - alerts or actual emails from prospects. Then the SFDC admin pulls a list of the salesperson's accounts/leads and a sales leader decides how they should be reassigned among the existing team and/or with a replacement hire. Then the clean up typically happens on the SFDC side, reassigning leads and accounts to the new owners.