3543971 - How to Remove Sub Entity Record Using Data Import Tool?

How to remove a sub entity record using the data import & export tool?

• SAP Sales Cloud Version 2 
• SAP Service Cloud Version 2

The following steps will use the removal of account team members as an example.

1. Go to Settings.
2. Open Data import and export view.
3. Click on export button.
4. Select affected entity e.g. Account.
5. Select complete entity.
6. Select Excel file.
7. Apply filter for wanted record.
8. Click on export data.
9. Download exported file.
10. Extract all files.
11. Open the file with the record for removal, e.g. Account_Account_Team_Member file.
12. In the last column, in the header, set the name as to_be_deleted
13. Under, to_be_deleted column set as TRUE for wanted line.
    
    
    
    
14. Save the file.
15. Zip all the files from the export together.
16. Open Data import and export view.
17. Click on Import.
18. Select Update method.
19. Select affected entity e.g. Account.
20. Select complete entity.
21. Ignore blank values.
22. Select Excel type.
23. Click on import data. 
24. The task status should be completed.

Prepare Data

Update, Remove, Delete, Data Import, to_be_deleted , KBA , CEC-CRM-IMX , Data Import/Export for SAP Sales/Service Cloud , How To