Sales Integrations

GHunt5
Participant

Deleting Users

SOLVE

Knowing that we have Hubspot synced to SalesForce is it best practice to delete deactivated users from HS or just leave them as deactivated?  

 

i.e. deleting them from HS would impact SF reports and activeties in a negative manner?

0 Upvotes
1 Accepted solution
Aakar
Solution
Key Advisor

Deleting Users

SOLVE

Hi @GHunt5 

I'd suggest assigning current leads and related objects to the new user before deactivating or deleting the users from HubSpot. That way, we will not have sync issues between the platforms. I'd suggest deactivating the users instead of deleting them; I'd like to keep the record of the users. 🙂

Thanks @MiaSrebrnjak for the tag.

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost

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3 Replies 3
Aakar
Solution
Key Advisor

Deleting Users

SOLVE

Hi @GHunt5 

I'd suggest assigning current leads and related objects to the new user before deactivating or deleting the users from HubSpot. That way, we will not have sync issues between the platforms. I'd suggest deactivating the users instead of deleting them; I'd like to keep the record of the users. 🙂

Thanks @MiaSrebrnjak for the tag.

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost
LaurenKennedy
Contributor | Diamond Partner
Contributor | Diamond Partner

Deleting Users

SOLVE

Inactive users in Salesforce often cause sync errors in the integration. Similar to inactive picklist values, HubSpot can't send data for inactive record values to Salesforce.

 

I recommend reassigning records owned by inactive users to an updated user (or the integration user) and deactivating the user HubSpot.







HubSpot + Salesforce Integration Course
HubSpot Directory Profile
People-First Automation for HubSpot and Salesforce




MiaSrebrnjak
Community Manager
Community Manager

Deleting Users

SOLVE

Hi @GHunt5,

 

Thank you for reaching out to the Community!

 

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter:

hi @LaurenKennedy@TrujayJay@Aakar, do you have any tips for @GHunt5? Thank you!   

 

Cheers
Mia, Community Team  


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