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Add or remove Account Teams with Data Loader

Date de publication: Oct 13, 2022
Description


Data Loader can be used to add or remove members of an Account Team.

For more details regarding the use and implications of adding team members see Manage Your Account Teams.
 

Résolution


Add Account Team Members to an Account using Data Loader



1. Prepare a file with the following columns:
 
 
AccountId: The record Id of the Account to which a team member is being added
UserId: Id of the User who is a member of this account team
TeamMemberRole: Role associated with this team member. To find the list of valid Team Roles, navigate to Setup and type Account into the Quick Find box. Click Account Teams | Team Roles
AccountAccessLevel: The Account access level for the team member (or UserId). Valid values are "Read" or "Edit". Note all values for AccessLevel fields are case sensitive
ContactAccessLevel: The Contact access level for the team member (or UserId). Valid values are "None" "Read" or "Edit"
OpportunityAccessLevel: The Opportunity access level for the team member (or UserId). Valid values are "None" "Read" or "Edit"
CaseAccessLevel: The Case access level for the team member (or UserId). Valid values are "None" "Read" or "Edit"
 
 
It's recommended to review Manage Your Account Teams to familiarize yourself with the AccessLevel field's requirements listed in each field's description.

Note: These steps require Data Loader version 37 or above. Prior to version 37 it was necessary to insert AccountShare and AccountTeamMember records separately.  However, it's no longer necessary to perform a separate step to insert AccountShare records. For more, please review Changed Objects.

2. Perform an Insert operation to the Account Team Member (AccountTeamMember) object, which should be available by selecting the "Show all Salesforce objects" option in the Data Loader, click Browse... and select your file | Open | Next > | Ok
 
  • Click the Create or Edit a Map button and choose to Auto-Match Fields to Columns. Verify that the fields are properly mapped and click OK | Next>
  • Click Browse... to select the location on your local machine where you want to save the output files.
  • Click Finish and Yes at the prompt to proceed.


Remove Account Team Members from an Account using Data Loader  

 
1. Run an Export operation via the Data Loader against the Account Team Member (AccountTeamMember) object. Set filter conditions of your choosing to selectively export the desired Account Team Member records and ensure that you have created and stored a backup of the existing Account Team member records.

2. When you're satisfied with the contents of your file perform a Delete operation via the Data Loader mapping the Account Team Member's Id column. Click OK and then verify the mapping is correct | Next>
 
  • Click Browse... to select the location on your local machine where you want to save the output files.
 
  • Click Finish and Yes at the prompt to proceed.
 
 

Note the following behaviors upon deleting an Account Team Member record:

 
  • Deleting an AccountTeamMember record also removes Account Sharing entries set for the Account's related records via the team member's access levels.
 
  • Neither the AccountTeamMember or its corresponding AccountShare record are placed in the Recycle Bin and therefore cannot be undeleted.
 
  • When deleting an Account Team Member in the UI you're presented with an option to remove them from the opportunity teams of open opportunities associated with the account. Performing a delete operation against the Account Team Member object via the API does not remove manual created opportunity sharing records and performs the delete as if the "Remove this team member from the opportunity teams of open opportunities associated with this account" option is not selected.

 

See also:

Mass delete an account team member from multiple accounts
Numéro d’article de la base de connaissances

000385490

 
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Salesforce Help | Article