Adding Account Team Members

QUESTION:

Can I use DemandTools to insert Account Team Member Records?

ANSWER:

Yes.  The MassEffect module can be used to insert records into the AccountTeamMember table.  Here are the steps:

NOTE:  Users need to upgrade to DemandTools 2.7 before inserting the new Team Members as Salesforce CHANGED the sharing tables starting in API 37.0 (which is the API version DemandTools 2.7 is built on).  Prior to this change if wanting to insert Team Members with increased sharing levels users needed to do 2 inserts, one to the AccountShare table and another to the AccountTeamMember table. Starting in API 37.0 users ONLY need to insert into the AccountTeamMember table as the Account, Contact, Opportunity, and Case access levels are now fields in the AccountTeamMember table.

1. First export the Account records that you wish to add the Team Members to. Right click on the Table name to export it. The Account Id will automatically be exported but you may want to export a few other fields just to verify you are getting the correct subset of records.
2. Add columns to the excel spreadsheet for the UserID (for the user to be added), Team Member Role, and for the Account, Contact, Opportunity and Case Access Levels (or you can use our "Add Constant" options for these fields).
3. Use MassEffect to Insert records into the AccountTeamMember table.  Either auto-map all the fields (if they have all been added to the input file) or auto-map the Account ID and User ID, then use "Add Constant" to hard code the remaining fields.

NOTE: DO NOT select "All" as an access level. This does show as a picklist value for access level, but it is reserved for the actual Account Owner ONLY. Selecting this will result in the following error:

(Account, Opportunity, Case, Contact Levels (All, None, Read, Edit) are below organization levels (None, None, None, None)) Status code: 56"