One of the simplest yet most effective tricks in Salesforce (1)

There is a very simple yet extremely useful and powerful trick in Salesforce (or any other database that relies on record ownership) to spot at a glance directly from the User Interface not only records owned by inactive users that already left the company, but also all kinds of automations in the backend created or modified by inactive users. Here it is:

• By updating user records and putting the “Inactive” string in front of their Last Name, any kind of maintenance on the front-end as well as on the back-end will become much (MUCH) easier and more context can be extracted a lot faster (especially when the org is bigger and you don't personally know all staff or when you're a new hire and you don't know all employees just yet).

End result on the Front-end, highly beneficial for users and for admins alike:

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End result on the Back-end:

To keep consistency on the long run it would be good to also create an SOP (Standard Operating Procedure) document and thus making sure that this best practice is always followed when de-activating users.

Considerations/Implications: If internal org data is exposed to external users through a community it may not be that professional to display the inactive string to customers/partners.

If you know of any other negative repercussions please let me know. Thanks for reading so far!

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Article first posted on Linkedin here.

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