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            Use Reports to Maintain Account Teams

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            Use Reports to Maintain Account Teams

            Keep team information current using the ID field on Account Team Member in reports. For example, run a report to identify all the account teams that a user is a member of. Then use the IDs and Data Loader to remove the team member from all account teams.

            Required Editions

            Available in: Lightning Experience and Salesforce Classic
            Available in: in Enterprise, Performance, Unlimited, and Developer editions
            User Permissions Needed
            To create, edit, and delete reports in private folders: Create and Customize Reports
            To create, edit, and delete reports in public and private folders: Report Builder OR Report Builder (Lightning Experience)

            Let’s say that the user Jessica Adams left your company, so you want to remove her from the account teams she’s a member of.

            1. Create a report of type Account with Account Teams. The report preview includes the Account Owner field.
            2. Add the UserId field to the report preview.
            3. Save and run the report. Find all the UserId values for the user you want to remove from teams.
              The report includes all users with a UserId value on the Account Team Member object. Each user has a UserId value for each team.
            4. Export the report data. Configure Data Loader to update records on the basis of the UserId values you identified.
             
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