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Mass update account teams related objects access

Julkaisupäivä: Jul 3, 2026
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alesforce Account Teams allow you to grant team members different levels of access to an account and its related records — specifically opportunities, contacts, and cases. When you need to change these access levels for many Account Team members at once, you can use the Salesforce Data Loader to mass-update the AccountShare object. Always back up your data before performing any bulk data operation.

Ratkaisu
IMPORTANT: Always back up your data before performing any bulk data operation. Export a copy of the AccountShare records first using the Data Loader Export function. It is recommended to run a test with a small subset of records before applying changes to all records.


To get started, export the current access level granted to the Account Team members. 

 

  1. Launch Data Loader, click Export, and log in to your organization. 
  2. Check the "Show all Salesforce Objects" checkbox.
  3. Select Account Share (AccountShare).
  4. Select all fields.
  5. Add the following conditions: RowCause equals Team
  6. Finish.
  7. Click on View Extraction.
  8. Click on Open in External Program.


Note: Salesforce recommends that you save a duplicate copy of the export file in a safe location to back up the data before making any changes. 

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 AccountShare SOAP API Developer's Guide.

Update the file with the access that you prefer, the values in the Data Loader are different from the values you select in the UI, 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 Data Loader, select Update on the AccountShare object, and map the fields.

Only map the ID and the object(s) that you want to change the level of access for: AccountAccessLevel, CaseAccessLevel, ContactAccessLevel, or OpportunityAccessLevel.

Knowledge-artikkelin numero

000385869

 
Ladataan
Salesforce Help | Article