Overview
What: Add directly the user in Account team or any update in mass fill an Excel template to add members in Account Teams, and send it via a freshdesk ticket (Members with role SAP must be maintained in PF1 or RCS systems respectively by Customer service). note : Since Sept 18 each user can Add himself in Account team using dedicated button (Only Non SAP roles)..
Who: GBU Data Stewards
Table of contents
Step-by-step
I. Identify accounts and users | |
|---|---|
| Download the Excel template : https://solvay-crm.my.salesforce.com/01524000001FbH9?srPos=0&srKp=015 |  |
| Open the excel template, and select "Add user to account team" sheet. |  |
II. Fill the Excel template | |
Fill the 4 first columns of the template. User ID and Account ID are MANDATORY. Reports available to help you : Use report on Account Teams to find accounts to update :
Use report on User:
|  |
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 CRM support via Freshdesk. | |
| Once filled, send the Excel file to CRM support via Freshdesk. |  |
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