Deactivating users who hold Compliant Data Sharing assignments
Key Takeaway
By default, a user who holds participant or participant group member records can't be deactivated, so delete those records first or turn on the setting that keeps them as inactive. A user who only leaves a team stays active: mark their participant records inactive or delete them, and remove them from their participant groups.
In Agentforce Financial Services, Compliant Data Sharing gives a user record access through participant records and participant group memberships. By default, a user who still holds any of these assignments can't be deactivated. You either clean up the assignments first or turn on a setting that keeps them as inactive records. Which path is right depends on whether the user is leaving a team or leaving the company.
How Compliant Data Sharing ties a user to records
Compliant Data Sharing ties a user to records in two ways. The user can be a record participant with a participant role. The user can also be a member of a participant group.
Both kinds of record are linked to the user, which is why they matter when you deactivate that user.