---
schema_version: "1"
id: b8415301920a7b38470d1895a8f3119540bb076fa65cb6f15ec28baea50ce616
title: EffectiveAccountManagerSyncBatch
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_reference_admin_enhanced_account_manager_batch.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_enhanced_account_manager_batch.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0484152b480c1daf05cec28c91e7a89e0a5fc116146b4ce827f1e32555ed5664
description: Use this batch to create account team members from valid customer managers and provides the customer managers access to the account. This batch process adds the current customer managers to the Salesforce Account Team Member object.
products:
  - Consumer Goods
release: "264"
---
# EffectiveAccountManagerSyncBatch

Use this batch to create account team members from valid customer managers and provides the customer managers access to the account. This batch process adds the current customer managers to the Salesforce Account Team Member object.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience </p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and
                <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled
              </p>
            </td>

          </tr>
        </tbody>
      </table>

## Batch Details

The batch removes and recreates the account team members from customer managers for each batch run:

- Firstly, for each account, the batch job identifies and selects valid customer managers for the account. A customer manager is active when the customer manager record in the Customer Manager object meets all these conditions:
    - User is active
    - Valid From date is before or same as the lead time date
    - Valid Thru date is after or same as the follow-up time date
    - Active is checked
- Creates Account Team Member records for valid customer managers with Team Role as Account Manager and Account Access as Edit.

## Calculation of lead time and follow-up time dates

Lead time and follow-up time date values are calculated as:

- Lead time: The value (in days) in the System Setting (in custom setting) namely Account\_Team\_Lead\_Time or 0 if the setting isn’t present.
    
    The date for lead time is (TODAY - lead time days).
- Follow-up time: The value (in days) in the System Setting (in custom setting) namely Account\_Team\_Follow\_Up\_Time or 0 if the setting isn’t present.
    
    The date for follow-up time is (TODAY + follow-up time days).

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/images/icon_important.png)

Important We recommend that you retain the account access of the Consumer Goods Cloud offline mobile app users for a few days after the customer manager assignment period is over. This buffer set using the follow-up time gives users time to sync their devices after completing the activities. For example, users can synchronize any pending records for upload and avoid sync errors during the buffer.

- **[Create a Custom Setting to Run the Enhanced Effective Account Manager Sync Batch](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_custom_setting_enhanced_account_manager_batch.htm&release=264.0.0&type=5)**  
    If you upgrade the Consumer Goods Cloud Managed package to Winter ’25 or later, to use the enhanced version of the Effective Account Manager Sync batch during the Apex batch process run, create the EffectiveAccountManagerSyncBatch custom setting. For all new customers of Consumer Goods Cloud, this setting is created and enabled by default.