Account Teams in Salesforce Explained
Hi Everyone,
This blog post is all about Account Team in Salesforce.
Introduction
- The Account Team is simply a group of users who work on an account together.
- The Account Team can not be the owner of any Account Record
- Account Owners (or Admins) must grant record-level access to account team members for the Account object, and Related Opportunities, Contacts, and/or Cases.
- Account Team Members (Users) still need Object-level access to view/edit records
When to Use Account Team
- If more than one Users wants to work on the Same Account.
- If your organization is approaching your criteria-based sharing rules limits (50 on the Account object), or other sharing limits.
- If Account Owners need to grant manual “one-off” record access to individuals (similar to manual sharing in Classic).
Default Account Team
What is a ‘Default’ Account Team? A Default Account Team is a predefined team that the Account Owner can set up, which can then be assigned to an Owner’s accounts, when applicable.
Notes:
- A User can only have one default account team.
- Using Default Account Teams is optional, and may not fit your Org’s use case
Things to Remember ( From Salesforce Ben’s Blog )
- Each Org only gets one ‘Team Role’ picklist, so choose the labels wisely.
- Account Teams work in combination with Sharing Rules and Org-Wide Defaults (OWD) and other sharing. They can only add access, not reduce access.
- You can use Process Builder/Flows to populate custom fields on the Account Team Member object from the User Record (such as Email, Phone).
- You could add custom fields for “Start Date” and “End Date” for the Account Team Member object for reporting.
- Keep in mind that each Account Team Member has a Unique Id (for each separate account). These IDs can be used for bulk updates.
- Account Teams could be rolled-out for a portion of the Org if desired, as Account Teams are only displayed on Page Layouts with the “Account Team” related list added.
- You can Add “Custom Buttons” to the Account Team related list (such as an [Account Hierarchy] button)
Here is the full video which will help you to understand the Account teams in Details.
#AwesomeAdmin #Salesforce #Admins #SFDCPanther
How can we have a inactive user added in the Account team ?
I have not tried but I believe you might not able to deactivate the user or if you deactivate it might ask to transfer the teams to another user. You can try it and you will get to know what will happen.
Is there a maximum number of people allowed on an Account Team
whats the limit on the number of Account Teams that we can have?
I have not come across any limitations so far. You can check This link
[…] To learn about Salesforce Account Team, refer this Link. […]
Can I edit account field on the account team member ?
Yes, you can. This is very simple you could have tried it by your own
can we display the account team values based on profiles?? like picklist dependency.
No, We can not. If you want then you have to customize it using code.
Can Account team be used to govern control on Custom objects such as Custom contract object
Unfortunately not this is only for account and related Contact, Case, Opportunity.