[SalesForce] Account Team Member lost when Account Owner changes

Not sure if this is a valid question. But, somehow, my understanding is that when the Account's owner is updated, the Account Team Members are lost and not preserved.

I was planning some work around that to possibly fix this but during testing I found this to be incorrect and neither am I able to find some documentation related to this.

Is it possible that it was a known issue at one time or a new feature / API version that has changed this behaviour? I'm trying to remember how I came to think this was the behaviour. Apologies for the non-question

Best Answer

There is a checkbox that allows you to keep the account team when changing the owner as described here:
enter image description here

You might be remembering something similar to the idea out there requesting this be checked by default so account teams aren't accidentally lost when not checked:

When assigning an account, it is not possible to lock the account team: there is no control on the checkbox "keep account team", and no API access around assignments. (note: maybe one can create an Apex trigger for it, but it wouldn't change the UI of the assignment page)

Edit: Another idea here also states it is not possible to keep the account teams via API as you thought:

Allow Keep Account Teams and Keep Sales Team when changing owner via API. Essentially, if we change the owner via the API we don't have the ability to have the Keep Account Teams and Keep Sales Teams checkboxes checked like you would if you manually changed the owner via the UI.

Edit 2: After testing I also confirmed that the account team is kept when the account owner changes, in the workbench, in the developer console as well as during a jitterbit upload. I found a note at the bottom of the help sheet here that does make it sound like it's expected behavior.

After you change a record’s owner, the previous owner’s visibility reverts to the default sharing setting unless that user is on an account or opportunity team. For example, if the previous owner of an account is on an account team, that user has Read Only or the access specified in your organization-wide default for accounts, whichever is greater. The previous owner’s access to related records remain the same. This behavior is the same for opportunity owners that are members of an opportunity team as long as you change ownership using the API. When you change ownership of an opportunity within Salesforce, you can select the access level you want.

Related Solutions

[SalesForce] opportunity owner changes to account owner

You can change the owner of an opportunity to the owner of the associated account via a trigger. Assuming you just wanted to do this when the opportunity was created, it would simply be:

trigger bi_opportunity on Opportunity (before insert)
{
   // get the ids of all the accounts
   Set<Id> accIds=new Set<Id>();
   for (Opportunity opp : trigger.new)
   {
       accIds.add(opp.AccountId);
   }

   // retrieve the accounts and owners
   List<Account> accs=[select id, OwnerId from Account where id in :accIds];
   Map<Id, Account> accById=new Map<Id, Account>();
   accById.putall(accs);

   // iterate the opportunities, updating the opportunity owner to the account owner
   for (Opportunity opp : trigger.new)
   {
       // any logic about when to do this - i.e. only if the current owner matches a
       // particular id goes here
       if (null!=opp.AccountId)
       {
          opp.OwnerId=accById.get(opp.AccountId).OwnerId;
       }
   }
}

I'm not sure what you mean by user=='tejeep', but whatever conditions you need can be inserted where the comment starting 'any logic' is present.

[SalesForce] Remove Account Team Member

I dont see how your SET and MAP are filled in the above code

 Set<String> rmMember = new Set<String>();
 Map<ID, ID> acctToBRepMap = new Map<ID, ID>();

The above variables are not populated .

Best Answer

Related Solutions

[SalesForce] opportunity owner changes to account owner

[SalesForce] Remove Account Team Member

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