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Monday
Jun182012

Find Records Owned by Inactive User

So, you fired that lazy salesperson, but now you need to find all the SFDC Org Account and/or Opportunity Records owned by that pipsqueak to tidy up their mess...  Yeh, I support that decision. Here's a custom field for that:

#1 Create a new Custom Field on the User object.

#2 Use this information to build the Custom Field:

+ Field Name:  userStatus
+ Datatype:  formula(text)
+ Formula:  if(isActive, "active", "inactive")

#3 Rock on.

p.s. This could also work for a less dramtic scenario, i.e. when user is simply no longer active.

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