Skip to main content

Hi

 

I'm looking for some advice.  I'm part of a big non profit and we are looking at changing the Default Workflow User to a generic user (so we set up a user thats name is just IT Admin with generic email address) instead of a real person user that we would need to change every time that real person leaves.  

 

This is because we want to use this user for automated process that link to flows or that make notifications in chatter posts so that its distinguishable as being from automated process and not real person.

 

What I want to know is if this is consider bad practise or good practise?  What does everyone else do in big companies, do you have generic use or o you just pick one Salesforce Admin to be the Default Workflow user?

 

(Please note: This has been recommended to us by 3rd party we work with but I want to validate it is the best action to take.)

 

Thanks

Jennifer

 

#Sales Cloud #Nonprofit #Automation 

3 answers
  1. Jun 11, 8:24 AM

    hi @Tamsin Humes we have the generic user but in the end we went with it being linked to my email instead of generic email so if I leave I have to hand it over to someone. I guess coz I did it this way I'll be able to set up the MFA requirement.  I'm still trying to get my head around all these security changes, haven't test impact on this user yet.

0/9000