Import Management and Access Groups

If you're using access groups to manage your users access to data, and if you want to import business data into your Sales and Service applications, review the information in this topic.

When you use the Import Management functionality to import data for business objects that have child objects, for example, opportunities or accounts, you have to import the CSV file for the parent object first so that the parent records exist before you import the child object records. If you’re using access groups for data access, once the parent object is successfully imported, you must also run the Perform Object Sharing Rules Assignment process to make sure the parent records are correctly assigned and available. Then you can import the child object records.

If you were provisioned with the sales application for the first time in Update 22B or later, system access groups and object sharing rules are used to manage your users access to data by default. So you must always run the Perform Object Sharing Rules Assignment process before you import child object records for parent object records.

See Run the Perform Object Sharing Rule Assignment process.