you can just use id of user and account ids
-Export id and name from account object using dataloader
-Export id,username,BMCSERVICEDESK__ACCOUNT_ID__C from User object
- Create a new copy of this file - Map user id (external id for user) with desired account id in this file and Delete other columns used for referencing like name etc,
you just need id of user and account id in the final file run update on user object.
Thanks for your reply. I had already tried what you are saying. Let me still explain a simplified scenario I again tried.
Exported Id and Name of Account object in a CSV using data loader, it looks like this
"00190000016u66vAAA","Universal Systems LLC"
"00190000015YMohAAG","Universal Systems LLC"
"00190000015YMolAAG","Acme Supply Company"
Exported BMCSERVICEDESK__UNIQUEUSERIDINSOURCE__C and BMCSERVICEDESK__ACCOUNT_ID__C from User object using data loader.
We are using BMCSERVICEDESK__UNIQUEUSERIDINSOURCE__C field to match User records. It works just fine as this field is marked as "External ID" and is Unique. Export looks like this, showing only partial export
As no account is assigned to user yet, second column doesn't have any value.
Modified second CSV and put id of "Test Account" obtained from first CSV file.
Did upsert using modified users CSV file using data loader. Upsert succeeds without any errors. But Account is
still not attached to users.
btw, I did same with ID of user object as opposed to BMCSERVICEDESK__UNIQUEUSERIDINSOURCE__C just for the sake of it but with same results.
Do you see anything wrong here?
Figured it out. There is a separate Junction Object which captures relationship between User and Account. BMCServiceDesk__User_Account_Link__c
Turns out, there are a few bugs in user edit screen section added by RF. See below
- Account Name here should be read-only. When you type an account name when no account is attached to user, nothing happens on save and when an account is indeed attached to a user, you can type even any incorrect account name and it gets saved.
- Issue of being able to type incorrect account name is also there in Remedyforce Administration->Manager Users->Clients
- There is no reason why BMCServiceDesk__Account_ID__c and BMCServiceDesk__Account_Name__c are not formula fields.