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Specify access level when you import Account or Opportunity team members

Дата публикации: Oct 13, 2022
Описание


When you import account team members or opportunity team members with Data Loader it is only possible to specify the role of each user.  Access levels default to the least permissive access of Read Only for the Opportunity upon creating opportunity team members, and Read Only for the Account and Private for its related objects (Contact, Opportunity, Case) upon creating account team members however, there are some exceptions:
 

1. If the member being added is a System Administrator the access level will be Read/Write.

2. If the user or group (UserOrGroupId) being added as a Team Member already has sharing established for the related object's then those access levels are used or inherited by the Account Team Member.

 

Решение


These steps assume that you have already added the Team Members by following one of these processes:
 


Note: Admins may add or remove users from another user's default account team via the UserAccountTeamMember object or default opportunity team via the UserTeamMember object. However, it is not possible to set the preference to 'Automatically add my default' account or opportunity team via the API and users will need to configure this preference individually. Please consider promoting the Idea: Automatically add my default opportunity team checkbox.

To mass update the access level of the team members, you can use Data Loader's Insert function on the OpportunityShare or AccountShare object, depending on which object you're working with.  To see these in the list of available objects in Data Loader select the 'Show all Salesforce objects' option.


Create a CSV file that contains at minimum the following fields for: 


OpportunityShare

  • Opportunity ID
  • UserOrGroupID
  • OpportunityAccessLevel


AccountShare

  • AccountId
  • UserOrGroupId
  • AccountAccessLevel
  • OpportunityAccessLevel
  • CaseAccessLevel
  • ContactAccessLevel


When you prepare your .csv, the AccessLevel field values should be 'Read' for Read Only and 'Edit' for Read/Write access. If you need to remove granted access for an Account's related object, use the value 'None' in your file to set access to Private.

If you encounter an 'INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY: insufficient access rights on cross-reference id' message upon inserting AccountShare or OpportunityShare records, check to ensure that the user set in your file does not own the record that you're attempting to share. Although you can create OpportunityTeamMember or AccountTeamMember records for the record owner, it's not possible to insert AccountShare or OpportunityShare records for the current owner of the record.

 

See Also: 

Mass update account teams related objects access
 

Номер статьи базы знаний

000385414

 
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Salesforce Help | Article