How To Change Owner of Accounts and Opportunities Through File Import
Last updated on JUNE 20, 2017
Applies to:Oracle Fusion Sales Cloud Service - Version 22.214.171.124.0 and later
Information in this document applies to any platform.
We have a use case to transfer ownership of hundreds of accounts at a time from one account manager to another. I can change the owner via file import by importing a file with the Account's Party number and the new owner's resource ID mapped to Salesprofile_OwnerPartyID.
However, the effect of this is only to add the new owner- we would also like to remove the previous owner. As is, the previous owner remains assigned as a team member. How can I add the new owner and remove the previous owner, for Accounts and Opportunities, via File Import?
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