Removing old Salesforce Users

[alapierre]

we connected salesforce a few years ago however we no longer use this

Hubspot support says "

Yeah, so in this case you need to go here https://app.hubspot.com/property-settings/ID/properties?type=0-1&search=owner

That is settings, then "properties". There you can search for the "contact owner" property.

There you can hover over it and select "edit" and remove those owners.
https://app.hubspot.com/property-settings/ID/properties?type=0-1&search=owner&action=edit&property=h...

However, before doing that, you might want to assign all those contacts that have old owners, to owners that are active.

Then after changing the owners, you could remove the owners from the property, This will avoid errors in those contacts."

however when you go to edit property=hubspot_owner_id

delete is all grayed out, you cant select or edit.

[franksteiner79]

Hey @alapierre 

To the best of my knowledge you can't edit contact owners in the property settings but would manage users via the "users & teams" settings. Here you can either deactivate a user or remove them from the account.

Usually I would check how many contacts and companies are assigned to a user. You can either built a workflow to reassign exisiting records or do bulk reassignments, it depends on the number of records and if the reassignment rules are simple or a bit more complex.

One important thing to keep in mind. Have you disconnected the Salesforce integration? If not, this might overwrite whatever changes you make in the owner assignments.

Hope that helps.

Frank

[alapierre]

• SFDC was removed & is no longer active on the account (since the year 2019)
• those users are not in HS settings > "users & teams" 

[crispyGTM]

@alapierre  This is likely happening due to two things: 

You do not have permission to edit properties in the account

AND/OR

This is still tied to the SFDC sync which means it's not editable on the HubSpot front-end, it would need to be edited in SFDC first.

[alapierre]

hi

• I am an admin with full privileges 
• SFDC was removed & is no longer active on the account (since the year 2019)

[alapierre]

• SFDC was removed & is no longer active on the account (since the year 2019)
• I am an admin with full privileges 

[CFischer9]

Have the same issue, has nothing been done about it since 2022? 

[DianaGomez]

Hi @alapierre, and @CFischer9 I hope you are doing well.

If you're looking to remove salesforce users from the account, you would first need to remove them from any records and re-assign them to active HubSpot users and then you can clear them out by clicking remove salesforce owners on this page: https://app.hubspot.com/integrations-settings/typeyour accountnumberhere/installed/salesforce/cleanup. 

Let me know if this works.

All the best,

Diana

[CFischer9]

Hi Diana,

I have removed them from all companies, contacts, deleted all tasks etc, did a full on clean, yet still cannot remove them from the dropdowns... I have raised a ticket a while back, and couldn't be bothered after being asked to follow normal steps after having explained that I already have.

[CFischer9]

The link takes me to the intergations I have, since I haven't got salesforce there i don't see what it should be useful for?

[DCristofaro]

Have you received an answer for this? This is not great, having to look at old employees forever. Is there no fix for this?

[DianaGomez · Accepted solution]

Hi @DCristofaro, @alapierre and @CFischer9,

‎

Thanks for reaching out to the Community!

I have reviewed the issue and observed that the steps previously provided are generally effective and followed successfully by most users. However, I understand that this may not be the case in your situation. As such, I would recommend contacting the support team for further assistance.

With your approval, they can proceed with removing all Salesforce owners from the portal. Please be advised that these owners will be recreated if they are later assigned any records. To ensure a seamless process, kindly verify that no records are currently assigned to the Salesforce user before proceeding.

Best,

Diana

[DCristofaro]

Please feel free to remove the fields for me, I have no future uses for them.
Thanks!

[DianaGomez]

Hi @DCristofaro, 

Unfortunately, I don't have the option to assist with this directly. You would need to contact our support team to help achieve this.

Best,

Diana