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An overview of what is Account Teams in Salesforce
What is Account Team?
Account team is one of the key components of the 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 are supported within Enterprise, Performance, Unlimited, and Developer editions and are 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)
Why?
It provides a user-centric way of providing various levels of access to different users while collaborating and have clear visibility of their access privileges. Account teams are different from Manual sharing in the account, as it allows (other than access to a record):
user to define the role, user is expected to play in a client engagement
varied level of access to various users
ability to automatically add team members on account
ability to mass assign/ un-assign/ replace account assignments
ability to filter accounts in listview to display only those accounts, wherein current user is added as team member
Account team is one of the key components of the 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 are supported within Enterprise, Performance, Unlimited, and Developer editions and are 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)
Why?
It provides a user-centric way of providing various levels of access to different users while collaborating and have clear visibility of their access privileges. Account teams are different from Manual sharing in the account, as it allows (other than access to a record):
user to define the role, user is expected to play in a client engagement
varied level of access to various users
ability to automatically add team members on account
ability to mass assign/ un-assign/ replace account assignments
ability to filter accounts in listview to display only those accounts, wherein current user is added as team member
