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.
-
Create a report of type Account with Account Teams. The report preview includes the
Account Owner field.
-
Add the UserId field to the report preview.
-
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.
-
Export the report data. Configure Data Loader to update records on the basis of the
UserId values you identified.
