Purpose:
This article details the proper steps to take to update the Account Owners associated with partner accounts, and how that reflects in the Allbound Companies table/section.
How The Account Owner Field Functions With Allbound:
The Account Owner column in Allbound > Companies is a user look up field. That means it is designed to look-up or link to an Allbound user. As a best practice, an account owner should be registered as an Allbound user before they are added to the company profile as the Channel Account Manager / Account Owner.
In Allbound, the CAM/ Channel Account Manager / Account Owner field is an email address field. It is located on the company admin form. The API key needs to be cam_email. It lives on the UI in Allbound Settings > Companies > Account Owners column.
How The Account Owner Field Works With Your Salesforce Integration:
In Salesforce, the CAM field is typically the "Account Owner" field which is a Salesforce lookup field to a contact record. We cannot integrate the Account Owner SFDC look-up field in Allbound. This is not to say that we can't integrate with lookup fields in general. This is because the design of the CAM field is based on the email address of the Channel Account Manager.
To integrate the "Account Owner" field with the Salesforce Allbound Integration, we require a formula text field be created on the Account object in Salesforce. The integration will sync the email address of the Account Owner email from the formula field that is pulling the email address of the selected contact in the Salesforce Account Owner field.
Why The Account Owner Needs To Be An Allbound User:
In the below example, the integration synced steve@amazon.com to the Channel Account Manager field in Allbound. Steve@amazon.com does not have a user profile in Allbound, and still needs to register for a user account with the portal. Although Steve's email address is entered and reflected in the correct field, he does not appear in the Account Owner column on the companies table.
Once Steve registers as an Allbound user, the Account Owners column does not automatically update with his name in the Account Owners column. This is because the email address was added prior to his user ever existing.
There are three ways to update the Account Owners column if the user is not appearing.
1. You can go into Salesforce and run an update on the account(s) where Steve is the account owner, which will push the data through the integration to update Allbound's frontend.
2. You can open the company record(s) in Allbound where steve@amazon.com is populated as the CAM. Click the Edit button on the left side menu of the company record. Then, scroll to the bottom and simply click "Submit" without making an changes to the record. This triggers the update on the frontend.
3. Go to new user profile for Steve and add the user as the account owner in Company Associations.
Updating The Account Owner In Bulk Using The Integration
Example: A partner account owner left, and has been replaced with a new account owner who has taken over all of the partner accounts that the prior owner took over. I've made the update to the accounts in Salesforce, but Allbound still reflects the old account owner's name who is no longer active with the company.
Steps:
1. The new account owner needs to have a user profile in Allbound. Have them register for an account, or simply register an account for them with their email address, and have them simply "reset password" when they're ready to login for the first time.
2. Now that the user is registered in Allbound, you must go into Salesforce and run a Salesforce dataloader (Needs to be done by a Salesforce admin) on the accounts tied to the new account owner and that contain an Allbound ID (no need to change data on these accounts again, but need to run them through the dataloader to trigger the update in Allbound).
This will leverage the integration to update the records in bulk.
If you're still having trouble, please email help@allbound.com.