Historical Deals with a deleted user

[MHackney]

So just to check my understanding, if historical deals have as a deal owner a user that has been deactivated but not removed from a "Team" or from the account, then they are still able to be used in reports, etc. But if the decision to remove them from a Team or the account, then ALL deals need to be re-assigned to an active user in order to avoid the dreaded "unassigned" owner status?

TIA for responses.

[MHackney · Accepted solution]

Got it.  So NEVER remove the users, just deactivate them, remove from account and then any reports, etc. can be perhaps generated with the "deactivated user (removed user's email address) as the filter.  

[MiaSrebrnjak]

Hi @MHackney,

Thank you for reaching out to the Community!

As you mentioned above, the user will indeed be unassigned from any records when you remove them from the account, but the deal record itself will not be "unassigned". Instead, you'll see Deactivated User (removed user's email address) in the ownership property for those record. 

To locate the deal records that were owned by the deactivated or removed user, you can check the box for "show inactive owners" when filtering.

Additional info on the impact of removing a user from your account can be found in this article.

I hope this clarifies!

Cheers
Mia, Community Team

[MHackney · Accepted solution]

Got it.  So NEVER remove the users, just deactivate them, remove from account and then any reports, etc. can be perhaps generated with the "deactivated user (removed user's email address) as the filter.  

[franksteiner79]

Hi @MHackney 

Interesting question, I think it is a bit of a grey area.

It depends what reports you are running. For example Sales Analytics reports about sales rep productivity rely on the user id. When a user gets deactivated it still shows up in some view filters but their user ID isn't being used. So you end up with "unkown user" in some reports - especially those that use the "created by" setup.

From past experience, I would pretty much always recommend to re-assign records when I deactivate and delete a user.

Frank

[MHackney · Accepted solution]

Thanks, and we do for active deals. But it's for the Closed Deals that for some, they wanted a cleaner way to report out numbers and NOT have the artificially shown as historical for a user that didn't close the deal.  We will survive!