We use the SF connector to pull over all users including their active status, we then use the rules in Permissions Bundles to assign the relevant bundle to the relevant people based on role name and active status. However I also manually assign to some users when we have use-cases outside of our typical allocations.
This means that all the other active users of salesforce, who don’t have a GS licence, are still @ mention-able in comments/timeline activities but they either don’t get the notification or if they do they can’t do anything with it as they will see a 404 page. The original poster of the comment doesn’t realise this so they think the message has been sent/received.
Please can we have a way of users only being able to @ mention other users who actually have a full/viewer licence and are able to see/act on the notification?
Can you change their status in User Management to Inactive? That would remove them from the @ mention dropdown list.
Are these users completely unlicensed -- not even Viewer?
They are completely unlicensed yes.
Thanks for your advice@jean.nairon @john_apple
So what I’ve done is created a new field on the User object called “SF Active” and updated the connector to write to that instead. I use this field (combined with role/profile) to auto allocate (or remove) permissions bundles.
I’ve also marked all those who do not currently hold a GS licence as inactive.
@nitisha_rathi maybe you know the details?
So...how does the Active status get set within GS, is it automatically set as True when a licence is enabled (and vice versa)? Or do I need to run a rule for that?
Thanks all!