As a Salesforce administrator, it’s my responsibility to manage the record’s access for users in our Salesforce org. Recently, I had to give multiple people access to the same account record.
Instead of sharing details manually, I created a group and assigned those users to the group using the Salesforce Account Teams.
In this Salesforce tutorial, I will explain about the Salesforce account teams and how to add account team members in Salesforce.
What are Account Teams in Salesforce?
In Salesforce, an account team is defined as a set of team members working on a single account. An account team is a group responsible for recognizing customer needs and managing the customer relationship.
It enables record-level access sharing for the team members. The team members are granted access to the account and its related records based on their assigned roles and permissions.
In Salesforce, there are two ways to assign team members to an account team:
- Manually Add Account Team Members
- Assign Account Team Members from the Default Team
Add Account Team Members in Salesforce
To add account team members to the Salesforce account team, first, we need to enable it from the account team settings. After enabling the account teams, we can add members to it from the record page related list.
Enable Account Teams in Salesforce
On the setup page of Salesforce, go to the Quick Find, then search and select Account Teams.
In the Account Team setup, click on the Enable Account Teams button.
Click on the checkbox of the Account Team Enabled option and then click on the Save button.
As we click Save, the Account teams will be enabled in the Salesforce org.
In the next window, you will see options to define and view the team roles. To add a new role, click on the Team Roles.
In the team roles, we can view the available roles. Ensure that the roles are active so that we can assign them to an account team.
From here, you can also add new roles that you want to assign to the users of the account teams.
