Overview
Who: GBU Data Stewards What: Fill an Excel template to add members to Accounts Team in Salesforce, and send it via a freshdesk ticket. |
Table of contents
Step-by-step
I. Identify accounts and users | |
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| Download Excel template : https://solvay-crm.my.salesforce.com/01524000001FbH9?srPos=0&srKp=015 |  |
Export report on Accounts :
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Export report on Users:
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II. Fill the Excel template | |
| 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. |  |