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Mass delete an account team member from multiple accounts

公開日: Jun 14, 2026
説明

Salesforce Account Teams allow you to assign multiple team members to an Account record, each with a defined role and level of record access. If you need to remove a specific user from the Account Team across multiple accounts at once, you can use the Data Loader to perform a mass delete of AccountTeamMember records. This article describes the steps to export, filter, and delete the relevant AccountTeamMember records.

解決策

⚠️ Warning: Always back up your data before performing any data operation. Export your data using Export Backup Data from Salesforce from Salesforce or Export Data. Test with a small subset of records first.

To isolate the accounts associated with the team member:

1. Run Export on the AccountTeamMember object and specify these three columns in your query:
  • ID
  • AccountID
  • USERID

2. Filter the list in Excel using the User ID of the account team member. 

Note: A filter leveraging User Id can limit the rows in the export to a particular account team member's accounts.

3. Do a lookup in Excel against your list of the affected Accounts on which the User should be a team member.
4. Remove anything from the Account Team Member record ID list that matches up with the list of the affected accounts.

 

To mass delete the account team member on multiple accounts in Data Loader:

1. Run a Delete job in Data Loader on the remaining AccountTeamMember record IDs that are associated with other affected accounts.
ナレッジ記事番号

000383923

 
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Salesforce Help | Article