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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?
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4 Replies
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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. -
- Launch Data Loader, click Export, and login to your organization.
- Check the "Show all Salesforce Objects" checkbox.
- Select Account Share (AccountShare).
- Select all fields.
- Add the following condition: RowCause equals Team.
- Finish.
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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?
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Found the options neededFor Read/Write you must use EditFor Read Only, you must use Read
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