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salesforce account Management

An overview of what is Account Teams in Salesforce

By Anshul Verma / May 18, 2020

May 20, 2020
An overview of what is Account Teams in Salesforce

What is Account Team?

Account team is one of the key component of Account Management function within CRM. Account team allows users to have access to accounts and to be able to work together on a client/ prospect engagement.

Where?

Account teams is supported within Enterprise, Performance, Unlimited, and Developer editions and is available within both Lightning and Classic experiences.

Account teams can be added as a related list to within account page layout.

Account Teams - Sample Account team members for a customer account
(Account Teams - Sample Account team members for a customer account)

Why?

It provides a user centric way of providing various level of access to different users while collaborating and have clear visibility of their access privileges.
Account teams is different from Manual sharing in account, as it allows (other than access to record):

  1. user to define the role, user is expected to play in a client engagement
  2. varied level of access to various users
  3. ability to automatically add team members on account
  4. ability to mass assign/ un-assign/ replace account assignments
  5. ability to filter accounts in listview to display only those accounts, wherein current user is added as team member

How?

Enable Account Teams

Enable Account teams within your salesforce instance by following steps mentioned within salesforce help article https://help.salesforce.com/articleView?id=accountteam_enable.htm&type=5

Setup Account Roles

Create account roles to allow users to select appropriate user role while adding within account team

More Information: https://help.salesforce.com/articleView?id=accountteam_customize_roles.htm&type=5

Setup Default Account Team

This is an optional setup. Users can choose to add their default team (within user's advanced details page in setup). This allows user to:

  1. Automatically add users within account team, if a user creates a new account (Feature needs to be enabled within user's default account team setting)
  2. Allow user to use Add Default Team button within account record page, to automatically add default team members to account team

More information: https://help.salesforce.com/articleView?id=accountteam_default.htm&type=5

Considerations/ Tips

  1. Only following users can add/ remove members to account team:
    • Account owner
    • Users above in role hierarchy than account owner
    • Users having Write all access to accounts, like Admin
  2. Adding default team to account can fail, if user's role restricts access to case/ contact related to account (Knowledge article: https://help.salesforce.com/articleView?id=000313342&language=en_US&type=1&mode=1)
  3. Ensure account page layout is edited to display related list for account teams
  4. Ensure user page layout is edited to display Default Account team related list within user detail page

More Learning

https://trailhead.salesforce.com/en/content/learn/projects/protect-your-data-in-salesforce/set-up-account-teams

https://help.salesforce.com/articleView?id=accountteam_def.htm&type=5

[sc name="salesforce new"] [apss_share]

What is Account Team?

Account team is one of the key component of Account Management function within CRM. Account team allows users to have access to accounts and to be able to work together on a client/ prospect engagement.

Where?

Account teams is supported within Enterprise, Performance, Unlimited, and Developer editions and is available within both Lightning and Classic experiences.

Account teams can be added as a related list to within account page layout.

Account Teams - Sample Account team members for a customer account
(Account Teams – Sample Account team members for a customer account)

Why?

It provides a user centric way of providing various level of access to different users while collaborating and have clear visibility of their access privileges.
Account teams is different from Manual sharing in account, as it allows (other than access to record):

  1. user to define the role, user is expected to play in a client engagement
  2. varied level of access to various users
  3. ability to automatically add team members on account
  4. ability to mass assign/ un-assign/ replace account assignments
  5. ability to filter accounts in listview to display only those accounts, wherein current user is added as team member

How?

Enable Account Teams

Enable Account teams within your salesforce instance by following steps mentioned within salesforce help article https://help.salesforce.com/articleView?id=accountteam_enable.htm&type=5

Setup Account Roles

Create account roles to allow users to select appropriate user role while adding within account team

More Information: https://help.salesforce.com/articleView?id=accountteam_customize_roles.htm&type=5

Setup Default Account Team

This is an optional setup. Users can choose to add their default team (within user’s advanced details page in setup). This allows user to:

  1. Automatically add users within account team, if a user creates a new account (Feature needs to be enabled within user’s default account team setting)
  2. Allow user to use Add Default Team button within account record page, to automatically add default team members to account team

More information: https://help.salesforce.com/articleView?id=accountteam_default.htm&type=5

Considerations/ Tips

  1. Only following users can add/ remove members to account team:
    • Account owner
    • Users above in role hierarchy than account owner
    • Users having Write all access to accounts, like Admin
  2. Adding default team to account can fail, if user’s role restricts access to case/ contact related to account (Knowledge article: https://help.salesforce.com/articleView?id=000313342&language=en_US&type=1&mode=1)
  3. Ensure account page layout is edited to display related list for account teams
  4. Ensure user page layout is edited to display Default Account team related list within user detail page

More Learning

https://trailhead.salesforce.com/en/content/learn/projects/protect-your-data-in-salesforce/set-up-account-teams

https://help.salesforce.com/articleView?id=accountteam_def.htm&type=5

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