How to Mass Update Account Teams related objects access
|Knowledge Article Number||000148990|
|Description||You can mass update the level of access for an Account and its related Opportunities, Contacts and Cases for Account Team members via the Data Loader.|
|Resolution||Go to the Data Loader and Select Export and make sure to click on Show all Salesforce Objects:
2. Select Account Share (AccountShare)
3. Select all fields
4. Add the following condition: RowCause equals Team
6. Click on View Extraction
7. Click on Open in External Program
Depending on which related object(s) you want to update you can remove some of the fields or columns from the CSV file. For an explanation of each column see the SOAP API Developer's Guide.
Update the file with the access that you prefer, the values in the Data Loader are different from Salesforce, for example:
None = Private
Read = Read Only
Edit = Read and Write
After you modify the file using the values None / Edit or Read, you need to go back into the Data Loader / select Update and Map the fields.
Only map the Id and the object(s) that you want to change the level of access for: Account, Cases, Contacts or Opportunities.