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Published: June 27, 2022
Written By: Stephanie Boggs
I came across the feature retirement list and saw that the beloved SalesforceA app was retired on June 1, 2022. When I was a direct admin, this was extremely helpful when I’d get the late Friday email from HR saying it was someone’s last day and to disable their access. Now, we all know how simple it is to deactivate a user…NOT! How many users are tied directly to various automation…especially when you may still have active workflows that are most likely not dynamic?
I’d log in to my handy-dandy SalesforceA app and freeze the user to combat the actual deactivation the next week. Queue the group cheers at happy hour!
I couldn’t bear that there were admins out there not able to have this quick solution via mobile anymore, so I created a Flow that you can install and access via the standard Salesforce App to quickly search and freeze the user in question! See screenshots of it in action and the install instructions below!
For the non-Admins out there, does this functionality seem beneficial? Do you have someone at your company with the knowledge to build this or even install it? Are there little (or big) tweaks like this that you believe can help enhance your org? Let's discuss your needs; schedule a consultation today!
A Lightning Page housing the Flow is added as an option to access via the Salesforce Mobile App.
Search, by Name, for the User you need to Freeze.
Select the User from the list of Users that match the search criteria.
Success!
Now, this Flow does utilize the UnofficialSF Datatable, so you’ll need to install 3 of their packages prior to installing mine. It’s SO worth installing these packages, though, because they provide amazing functionality!
Installation Guide if you DON’T have the UnofficialSF Base Packs installed:
Navigate to FLOW ACTION AND SCREEN COMPONENT BASEPACK
Install the FlowActionBasePack
Install the FlowScreenComponentsBasePack
Navigate to DATATABLE – LIGHTNING WEB COMPONENT FOR FLOW SCREENS
Scroll down to the Installation section
Per Step 2 - Install the Datatable package
Move on to the next installation steps.
Installation Guide if you DO have the UnofficialSF Base Packs installed already:
Navigate to Mobile Freeze User to install the CRMingo package.
I suggest installing for Admins only. You can open permissions later if need be.
Navigate to your Home tab (or any Lightning Page).
Click the Settings Gear and click Edit Page.
Click the Pages tab on the top left and open the Mobile Freeze User page.
Click the Activation… button in the top right.
Page Settings Tab (my suggestions, not requirements)
Page Activation: Activate for system administrators only
Icon: Green Mobile Phone
Mobile Navigation Tab
Click the Add page to app button.
Drag and drop the Mobile Freeze User menu item to where you want it.
Note: this only applies the page to the Mobile Only App within the Mobile App.
Click Save.
Click Save in the top right.
Check out the Flow in the Salesforce Mobile app!
FYI - The Flow can be added to any desktop or mobile Lightning Page Layout. The Lightning Page Layout can be added to any App.
If you install the Mobile Freeze User package, please fill out this form to provide feedback so that I can make enhancements as time permits.
*Contact information is not collected with this form. To subscribe to CRMingo content, please follow CRMingo on LinkedIn.
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