Loading

Mass update account teams related objects access

Дата публикации: Dec 26, 2023
Описание

 

You can use Data Loader to mass update the access granted to each Account Team member for opportunities, contacts, and accounts. 

Решение
 
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 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.

See Also:
Номер статьи базы знаний

000385869

 
Загрузка
Salesforce Help | Article