Configure the Terminate Employee Sales Manager Workflow in Salesforce

This article provides directions for implementing the “Terminate Employee” workflow in Salesforce. 

Intended Audience

IT, Managers, Revenue Operations, Revenue Strategy

Prerequisites 

• In the Fullcast app, the isExportable flag must be true in both the plan and the role.
• Remote site settings must be updated with the instance URL. 

Restrictions

• User selection is limited to active users with roles configured in Custom Metadata Policy settings. 
• Commit/Propose option is configured at the Salesforce instance level.
  • Commit (True): Changes are permanent in both Salesforce and Fullcast. 
  • Proposed (False): Changes are proposed in Fullcast for review before finalization.
• User must have tenant admin or node-based permissions. 

Create the Terminate Employee Button to the Sales Manager Workflow

1. Access your Salesforce Lightning instance. 
2. Navigate to Setup > Object Manager > Account Team Member > Buttons and Links.
3. Click the New Button or Link button. 
4. Configure the new button settings as described in the table below:

5. Select “Terminate Employee [fcio1__TerminateEmployee]” from the Content dropdown menu. 
6. Click Save. 

Add the Terminate Employee Button to the Page Layout 

1. Access your Salesforce Lightning instance. 
2. Navigate to Setup > Object Manager > Account Team Member > Page Layouts. 
3. Drag and drop the Terminate Employees button you created into the Salesforce Mobile and Lightning Experience Actions.
4. Click Save.

Terminating an Employee in Salesforce

1. Access your Salesforce Lightning instance. 
2. Navigate to the appropriate account team member. 
3. Click the dropdown arrow in the top right corner and select Terminate Employee from the dropdown menu. 
4. Select the termination date from the calendar picker. 
5. Click Next. 
6. Identify the replacement if applicable. 

7. Click Next. 
8. Select the appropriate action from the dropdown menu. 

9. Click Save & Exit.