Software 101 – Database Part 2
Move a Software User to a new software account
1. Uncheck software access for the user under their contact page in Salesforce.
- If the user was never given software access on the old account, skip step 1 and continue with step 2.
2. Move/Link the contact in Salesforce to their new account.
- Select ‘edit’ in the contact page
- Remove the current ‘Account Name’ and replace it with the desired account name.
- Save
3. In the Database – run the below stored procedure:
- exec [Support].[MoveUserToCompany] ‘UserID’, ‘NewCompanyID’
**If you receive an API error – check User Management in client account (that you’ve moved the user to) to see if user is disabled. If so, enable user and retry the API.
