Account & Settings

alapierre
Member

Removing old Salesforce Users

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

Screen Shot 2022-11-28 at 10.07.37 AM.png

 

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

Screen Shot 2022-11-28 at 10.09.06 AM (2).png


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

Screen Shot 2022-11-28 at 3.14.11 PM.png

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

image-Nov-28-2022-06-42-52-8191-PM.png

 

0 Upvotes
5 Replies 5
franksteiner79
Guide

Removing old Salesforce Users

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

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Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

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alapierre
Member

Removing old Salesforce Users

  • SFDC was removed & is no longer active on the account (since the year 2019)
  • those users are not in HS settings > "users & teams" 
0 Upvotes
chrisworqflow
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Removing old Salesforce Users

@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.

Christopher Barnett

Founder / CEO

Revenue Operations | WORQFLOW

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alapierre
Member

Removing old Salesforce Users

hi

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  • SFDC was removed & is no longer active on the account (since the year 2019)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

Removing old Salesforce Users

  • SFDC was removed & is no longer active on the account (since the year 2019)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