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.
With this, the account teams will be enabled in the Salesforce org. In the further steps, we will see how we can add members or users to account teams.
Manually Add Members in Salesforce Account Teams
Enabling the Account teams in the settings will make them visible in the related list of the Account’s record page.
To add members to an account team, open the account record, scroll down to the related list Add Team Members.
Now, in the next window, select the member (user), member role, and the access for the Account and its related objects, Cases, and Opportunities.
The added team members will now be visible in the related list Account Teams.
This way, we can enable the Account teams in Salesforce and add members to the Account teams.
Default Account Teams in Salesforce
In Salesforce, a Default Account Team is a predefined group of users that we can set up to be automatically added to their accounts.
In Salesforce Account teams, we can also assign a member from the default account team. For this, we need to create a default team from the Salesforce org settings.
Assign Account Team Members From Default Team
First, ensure that the Account team is enabled. Then, click on the Profile icon and select Settings.
In the settings, click Advanced User details in the sidebar. Next, navigate to the Default Account Team list and click the Add button.
In the next window, select the team members (users) for the default team. Next, select the user access for the account, along with its related opportunity and case.
At last, select the user role and click Save after selecting all team members.
With this, the default account team will be created.
To assign the default account team to an account, open the account record, then in the related list Account Team, click on the Add default team button.
As we click on this button, the members of the default team will be assigned to the account team.
This way, we can create and assign default team members to the account team in Salesforce.
Conclusion
In this Salesforce tutorial, we have learned about the Salesforce Account teams. We have learned to enable account teams and add members to the account team of a specific record.
Along with this, we have also learned about the default account team. In the above steps, we created a default account team and assigned team members to it. Then we directly added members from the default team to the account team.
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
