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Overview

Who: GBU Data Stewards

What: Export a report to remove members from Accounts Teams in Salesforce, and send it via a freshdesk ticket.

I. Identify accounts and users
Open the report : https://solvay-crm.my.salesforce.com/00O24000004ZzR5
Filter the report on user to be removed : Click on Customize Click on Add Select Account Team : Full Name and enter the user you want to filter on. You now see all accounts in which the user you selected is in the Account Team.



Filter the report on Account (optional): If you want to filter the list of accounts before exporting as Excel document, you can add filters with Add button.
Validate your report clicking on Run report.
II. Export the report
Now you have a report with the list of accounts in which the user you selected must be removed from the Account Team. In the example attached: User to be removed: Rodolfo Romero Region of the account : EMEA Team role of the user : Business Development / Marketing
Export you report by clicking on Export Details.
III. Send the Excel document to SBS support via Freshdesk.
Once filled, send the Excel file to SBS support via Freshdesk, saying that you want to remove the user you selected step I from the account teams of the accounts listed in the Excel document.