How to replace a user with a new employee but not reassign completed tasks

Question

Hi all,

We have Pro ED.

A few weeks back an employee left us so I froze his SF account. But now we have a new employee to take his role so i need to effectively un-freeze the account and re-assign everything. I un-froze the account and went to update the email address to the new employee, but noticed that all the old completed tasks/events had of course been renamed/defaulted to her new name. How can I change this so all the old emails etc remain owned by the old owner, and any new activities will by the new person? I also want all the old companies to be owned by her too. Surely i can do this without purchasing a new license.

Thanks.

Jeff May · Accepted Answer

Instead of changing the user name on the existing user account, de-activate that user and create a new User. Then, you can transfer the records you want the new user to own.

Cindy Gosser · Answer

I know understand how to do what you suggested above but when I go to transfer the records I can only transfer them 250 at a time.  I have thousands of accounts to transfer.  Is there a faster way?

How to replace a user with a new employee but not reassign completed tasks

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