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Overview

Who: GBU Data Stewards

What: Fill an Excel template to remove members From Accounts Team in Salesforce, and send it via a freshdesk ticket.

 

Table of contents

 

Step-by-step

 

I. Identify accounts and users

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

Open the excel template, and select "Remove user to account team" sheet:

Fill the columns of the template using information of reports "Account Team Update" and "List of users".

User ID and Account ID are MANDATORY.

III. Send the template to SBS support via Freshdesk.

Once filled, send the Excel file to SBS support via Freshdesk.

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