Inactivity Workflows 101

The problem

Is that employee still using their Salesforce account? We should ask them.

Sound familiar?

Employees get set up with accounts in your company apps when they join the company, change roles, or need to do something for a project.

But what happens when they're no longer using it? Usually they just forget about it, and until you're doing an access review or one of your app admins happens to notice, it just sits there -- unused. See📄 Using Lumos for Access Reviews

This can cost your company money, or create a security risk later on.

Either way, reaching out to people is really tedious and manual. This is a problem that automation should be able to solve.

The solution

Inactivity Workflows in Lumos give you the power to automatically reclaim unused software accounts or licenses from employees that are no longer using them.

So how does it work?

When someone's account becomes "inactive" using a timeframe that you define, Lumos will send a notification, via email and/or Slack, to the person that's supposed to make a decision. That could be the owner of the account, the app owner, or a specific person.

If the responder says that access is still needed, Lumos restarts the clock and will kick off the reminder again if the account goes inactive.

If they say they don't need access, Lumos can automatically remove their account or license behind the scenes via a removal process you configure.

Simple, but powerful!

These workflows run automatically every day to take the work of auditing license usage off of your plate and delegate decision-making where it belongs.

How do I get started?

Check out our article about📄 Creating An Inactivity Workflowto get started with your first workflow!