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SFDC Manage Account Team Member

  • Updated

Purpose

Manage SFDC Account Team Members.

 

Category Location: All, System specific

 

Field Description

Options available when Add is selected:

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  1. Select Data Target: Select the Data target created in Openprise.
  2. Action: Three options are available: Create, Update, Delete: currently viewing options for Create.
  3. Account ID: Select the Account Id attribute. (required)
  4. Users: Select the User from the dropdown OR select the use attribute which contains User Id option which allows you to select the attribute that contains the User Id from the input data source.
  5. Team Member Role: Select the Role from the dropdown OR select the use attribute which contains Team Member Role option which allows you to select the attribute that contains the Team Member Role from the input data source.
  6. Account Access Level: Select the Account Access Level from the dropdown OR select the use attribute which contains Account Access Level option which allows you to select the attribute that contains the Account Access Level from the input data source.
  7. Opportunity Access Level: Select the Opportunity Access Level from the dropdown OR select the use attribute which contains Opportunity Access Level option which allows you to select the attribute that contains the Opportunity Access Level from the input data source.
  8. Contact Access Level: Select the Contact Access Level from the dropdown OR select the use attribute which contains Contact Access Level option which allows you to select the attribute that contains the Contact Access Level from the input data source.
  9. Case Access Level: Select the Case Access Level from the dropdown OR select the use attribute which contains Case Access Level option which allows you to select the attribute that contains the Case Access Level from the input data source.

Options available when Update is selected:

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  1. Select Data Target: Select the Data target created in Openprise.
  2. Action: Three options are available: Create, Update, Delete: currently viewing options for Update.
  3. Account Team Member ID: Select the attribute that contains the Account Team Member Id (required).
  4. Team Member Role: Select the Role from the dropdown OR select the use attribute which contains Team Member Role option which allows you to select the attribute that contains the Team Member Role from the input data source.
  5. Account Access Level: Select the Account Access Level from the dropdown OR select the use attribute which contains Account Access Level option which allows you to select the attribute that contains the Account Access Level from the input data source.
  6. Opportunity Access Level: Select the Opportunity Access Level from the dropdown OR select the use attribute which contains Opportunity Access Level option which allows you to select the attribute that contains the Opportunity Access Level from the input data source.
  7. Contact Access Level: Select the Contact Access Level from the dropdown OR select the use attribute which contains Contact Access Level option which allows you to select the attribute that contains the Contact Access Level from the input data source.
  8. Case Access Level: Select the Case Access Level from the dropdown OR select the use attribute which contains Case Access Level option which allows you to select the attribute that contains the Case Access Level from the input data source.

Options available when Delete is selected:

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  1. Select Data Target: Select the Data target created in Openprise.
  2. Action: Three options are available: Create, Update, Delete: currently viewing options for Delete.
  3. Account Team Member ID: (required) Select the attribute that contains the Account Team Member Id.

Tips

  • If you are updating a record in the Account Team Member object, you must supply an Account Team Member ID.
  • The output data set will contain the following attribute fields which can be used for additional processing:
    • op_team_member_errors: This is a text field that contains error messages that occurred (if any).
    • op_team_member_reference: This contains the Account Team Member ID.
    • op_team_member_status: This contains the action performed: add, update, delete.
    • op_team_member_success: A boolean field that contains yes/no depending on the success of the operation.
    • op_team_member_time: Timestamp of the action taken by the task.

 

Examples

  1. Using this task allows you to add team members to Accounts.
  2. Update the Account Team Member to indicate a user can Read/Write to the Case object.

 

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