Batch Remove from the Company Team

Question

Hi,
Is it possible to remove people from the company Team in bulk.
I can add people in using an import, but cannot remove people from multiple records on mass. I have to remove them one by one in each company.
I want to be able to remove a specific person from all the company teams in all companies in a certain post code?
Thanks in advance for you advice.

Answer 1

Mass Remove Team Members [ID 727953.1]
Solution
ISSUE:
I want to mass remove Team Members from records without doing it one at a time.
SOLUTION #1:
If a company originally set up their account teams using a Public Sharing Group and selected the Default Group Assignment option in the Company Profile (Admin > Company Administration > Company Profile), then they can remove team members by removing the member from the Public Sharing Group and all records associated with the group will be updated automatically, removing the users you no longer want on the Account Team.
NOTE: If the company added team members without having created a Public Sharing Group, you will need to follow the steps in the second Solution below. You can tell if you have this scenario because there will be a Remove link next to each account team member's name in the related information section on the Account Record under "Account Team."
Here are the steps used in R15 (931.0.02) to remove account team members:
1. The Remove link appears on the Account record's related information "Account Team" section if the user is not added to the same Public Sharing Group (PSG) that is associated with the Account record. The first step is to determine which group is associated with the account(s). You can expose the Primary Group field on the layout, or create a list to determine this.
2. Once you have determined the PSG associated with the account(s), add the users with the Remove link by their names to this PSG by clicking Admin > User Management and Access Control > Public Sharing Groups and then click the link for the PSG you want to edit. Click the Add Members link and add the users to the group.
3. Go back to the Account record and verify that the users that you added to the Account Team related information section on the Account no longer have the Remove link. With large datasets, there can be a delay of 15 to 20 minutes before changes are updated. Once this is verified, go to step 4.
4. Click Admin > User Management and Access Control > Public Sharing Groups and select the group you want to edit. Click the Remove link to remove these users from the PSG.
5. Go back to the Account record and verify that the user has been removed. Once again, there can be a delay of about 15 to 30 minutes, depending on the amount of data that needs to be updated.
SOLUTION #2:
If a company has set Team Visibility and added team members without originally selecting the Default Group Assignment option on the company profile (Admin > Company Administration > Company Profile), and did not create a Public Sharing Group to which they added their team members, and then decides they want to mass remove all team members, you will need to follow the steps below. You can tell if this scenario exists because there will be a Remove link next to each team member on the Account record under the related information section for Account Team.
NOTE: If the company originally set up a Public Sharing Group and added the team members to that group and checked the option for Default Group Assignment, then you can use the first Solution above. You can tell if this scenario exists as there will be no Remove link next to the team members on the Account record under the related information section for Account Team.
Before you begin the steps below, make sure that the Default Group Assignment is now enabled in the Company Profile (Click the Admin Link > Company Administration> Company Profile > under the Company Data Visibility Settings section> select Default Group Assignment).
1. Create a dummy user in CRM On Demand.
2. Export the desired Account records into a .csv file.
3. In the .csv file change the owner of the Account records to the dummy user and save your changes. CAUTION: Make certain that you save the updated file under a new name so that the file with the original Account owner stays in tact.
4. Create a new Public Sharing Group and add all members that need to be deleted from the Account Team, including the dummy user you created. To do this go to Admin > User Management & Access Controls > Public Sharing Groups.
5. Perform the Account import to overwrite the current Account record owner with the dummy user. This will remove the Remove button in the Account Team for each user because the Account record is now associated with the new Public Sharing Group you just created.
6. Go to the new Public Sharing Group that you created and delete the users one by one. Do not delete the Public Sharing Group yet.
7. Go back to your export file that contains the original Account owner and re-import that file so that the original Account owner overwrites the dummy user, doing so will automatically remove from the Account Team the users that you deleted from the Public Sharing Group in Step 6.
8. Verify that the team members were removed from the Account records and then delete the new Public Sharing Group that you created. NOTE: This could take some time depending on how many records are involved.