Add members to Account teams

Overview

Who: GBU Data Stewards, SBS Support Team

What: Add members to Accounts Team in Salesforce using Data loader, based on template sent by GBU Data steward on a freshdesk ticket.

I. Identify accounts and users (GBU Data Steward)
Download Excel template : https://solvay-crm.my.salesforce.com/01524000001FbH9?srPos=0&srKp=015
Export report on Accounts : Folder: GBU Data Steward Reports Report: Account Team Updates
Export report on Users: Folder: GBU Data Steward Reports Report: List of Users
II. Fill the Excel template (GBU Data Steward)
Open the excel template, and select "Add user to account team" sheet:
Fill the 4 first columns of the template using information of reports "Account Team Update" and "List of users". **User ID and Account ID are MANDATORY**.
Fill the Team member role using the picklist. Note: Team member role does not have any impact on rights on the account, it is just a label.
Fill the Account access level using the picklist. Note: Select read access, or write access.
III. Send the template to SBS support via Freshdesk.
Once filled, send the Excel file to SBS support via Freshdesk.