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Mass delete an account team member from multiple accounts

公開日: Oct 13, 2022
説明
Located below are the steps you can take to mass delete account team members.
解決策
Warning
Always back up your data before performing any data operation. See Export Backup Data from Salesforce or Export Data for more details. It is recommended to run a test with a small subset of records to ensure the operation was successful through manually opening and verifying that the corresponding records are correct in Salesforce.


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.


 
See also:
How to Mass Update Account Teams related objects access
Add or remove Account Teams using Data Loader
ナレッジ記事番号

000383923

 
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Salesforce Help | Article