Activity Forums Salesforce® Discussions How do I add an account team member in Salesforce using data loader?

  • How do I add an account team member in Salesforce using data loader?

  • Marziya

    Member
    November 23, 2020 at 3:21 pm

    How do I add an account team member in Salesforce using data loader?

  • Shweta

    Member
    November 23, 2020 at 5:49 pm

    Follow the below steps to add AccountTeamMembers using Data Loader:
    1. Prepare a file with the following columns: AccountId, userId, TeamMemberRole, AccountAccessLevel, ContactAccessLevel, OpportunityAccessLevel, CaseAccessLevel.
    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
    3. 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>
    4. Click Browse... to select the location on your local machine where you want to save the output files.
    5. Click Finish and Yes at the prompt to proceed.

  • Aditya

    Member
    November 24, 2020 at 6:43 am
    1. Launch Data Loader, click Export, and login to your organization.
    2. Check the "Show all Salesforce Objects" checkbox.
    3. Select Account Share (AccountShare).
    4. Select all fields.
    5. Add the following condition: RowCause equals Team.
    6. Finish.
  • Julieta Bustos

    Member
    August 20, 2021 at 3:15 am

    Thanks, @shwetak717gmail-com but I can't make it work, I do not know how to enter the options "Read/Write" and "Read Only" in the CSV. Can you please help me with this?

  • Julieta Bustos

    Member
    August 28, 2021 at 6:11 pm

    Found the options neededFor Read/Write you must use EditFor Read Only, you must use Read

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