Reassigning Account Team Members

QUESTION: 

Can I use DemandTools to move (reassign) Account Team Members from one user to another? 

ANSWER: 

Yes this can be done using MassEffect, but it is a multi-step process as the only field that can be updated on an existing Account Team Member records is the "Role" field. 

In order to "move" a team member record from one user to another (i.e. take all John's team member records and reassign them to Mary), new records will need to be inserted and the existing records deleted. 

Here are the steps: 

1. Export from the AccountTeamMember table the records that need to updated. Can use MassEffect to export the records by right clicking on the AccountTeamMember table. Include the Account ID, User ID and Role field on the export file.
2. Re-insert the records into the AccountTeamMember table with new User ID. If they are all being reassigned to the same new user the "Add Constant" option can be used by right clicking on the User ID field. Enter the ID of the new user (will need the 15 or 18 digit Salesforce User ID NOT the name). 
   1. More details can be found in the solution Adding Account Team Members. 
3. After confirming the new records have inserted correctly, use the exported file to mass delete the old Account Team Member records. The "Id" field in column A of that export file will be the "AccountTeamMember ID". 
4. Select delete as the operation on the right and map the Id from the input file to the Id field in the "AccountTeamMember" table. 

NOTE: When Account Team Member records are deleted THEY WILL NOT be sent to the recycle bin, so be sure to include the Account ID, User ID and Role on the original export file so that file could be used to restore the old Team Members if needed.