How to Add Account Team Members in Salesforce

In this Salesforce tutorial, we will try to understand how to add account team members in Salesforce.

An account team in salesforce is defined as a team of members that are working on a single account. It is a group responsible for recognizing customer needs and controlling the customer relationship.

For adding account team members in salesforce, I found a solution that helped us. So in this tutorial, we will understand how to add account team members in Salesforce.

What are account teams in Salesforce?
How to add account team members in Salesforce
How to add account team members in Salesforce lightning
How to add account team members in Salesforce Classic
How to append account team members in Salesforce

Table of Contents

What are account teams in Salesforce?

In Salesforce, an account team is defined as a set of team members that are working on a single account. For example, Valero energy is a company based in San Antonio, USA. In this company there are lots of employees that are working together or work as team members and all these employees are working on a single account.

An account team is a group that is responsible for recognizing customer needs and also controlling the customer relationship.

It can be used that allows for record level-access sharing, reporting, and process automation. It can also recognize who is working on the account or who is not working on the account.

So, with this, What are account team members in Salesforce? Further, we will understand how to add account team members in Salesforce.

Read: How to Merge Accounts in Salesforce

How to add account team members in Salesforce

An account team is a group that is responsible for recognizing customer needs and also controlling the customer relationship.

Here we will add the account team members in Salesforce. If you want to learn how to add account team members in salesforce follow these steps:

Go to the gear icon under the gear icon two option is present. Setup and Service Setup. Click on the Setup.
After clicking on the setup option. Enter the Account teams in Quick Find Box. The Quick Find Box is present in the left sidebar.
After selecting the Account teams option. The account teams page is open. On the account teams page, three options are present first one is team roles, the other is replaced team roles, and disable account teams options are present click on the team roles option.
After clicking on the team role, the team roles page is open. Click on the new option.
After clicking on the new option, Add picklist values team role page is open. In the text area, enter the picklist values and enter each value in a separate line.
After entering the value click on the save button, now go to the account object and we can see that in the related tab, I have got the account team as a related list.
Now click on the add team members button, and then add account team members page is open. Now fill in the information on the account team members page and then click on the save option.

Now, let’s move ahead and see how to add account team members in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

Read: How to use schema builder in salesforce

How to add account team members in Salesforce lightning

Here we will add the account team members in Salesforce lightning. If you want to learn how to add account team members in salesforce lightning follow these steps:

Step-1: Firstly, login into the Salesforce lightning account. Go to the gear icon under the gear icon two option is present. Setup and Service Setup. Click on the Setup.

Step-2: After clicking on the setup option. Enter the Account teams in Quick Find Box. The Quick Find Box is present in the left sidebar.

Step-3: After selecting the Account teams option. The account teams page is open. On the account teams page, Select the enable account teams option that is present on the account team setup.

Add account team members in salesforce — Click on the enable account teams

Step-4: After that click on the checkbox of the account team enabled option and then click on the save option.

Add account team members in salesforce lightning — Click on the checkbox of account teams enabled

Step-5: After clicking on the checkbox, the page layout selection page is open then select all the page layout names. Click on the save option.

Salesforce add account team members — Click on the save option

Step-6: After clicking on the save option, On the account teams page, three options are present first one is team roles, the other is replaced team roles, and disable account teams options present click on the team roles option.

Salesforce lightning add account team members — Select the team roles option

Step-7: After selecting the team roles, the team role page is open then click on the new option.

Add account team members in the salesforce — Click on the new option

Step-8: After clicking on the new option, Add picklist values team role page is open. In the text area, enter the picklist values and enter each value in a separate line. Here we are entering USA Project Manager and Developer. After entering the value click on the save button.

Add account team members in the salesforce lightning — Click on the save option

Step-9: After clicking on the save option, again team role page is open and we can see that the team role picklist values are present inside the list.

Step-10: Go to the app Launcher, enter the sale in Quick Find Box then select the Sales. The Sales page is open. Now go to the account object that is present in the nav bar and we can see that in the related tab, I have got the account team as a related list.

Salesforce lightning add the account team members — The account team is added

Step-11: Now click on the add team members button, which is present beside the add default team option.

How to add the account team members in salesforce — Click on the add team members

Step-12: After clicking on the add team members button. The add account team members page is open. Now fill the information on the account team members page and then click on the save option.

How to add the account team members in salesforce lightning — Click on the save option

This is how we understand how to add account team members in Salesforce lightning. Further, we will learn how to add account team members in salesforce classic.

Read: How to Create Records in Salesforce

How to add account team members in Salesforce Classic

Here we will add the account team members in Salesforce Classic. If you want to learn how to add account team members in salesforce Classic follow these steps:

Step-1: Firstly, login into your Salesforce account. Click on the Setup. After clicking on the setup option. Enter the Account teams in Quick Find Box. The Quick Find Box is present in the left sidebar.

Step-2: After clicking on the account teams option, the account teams page is open, three options are present first one is team roles, the other is replaced team roles, and disable account teams options present click on the team roles option.

Add account team members in salesforce classic — Click on the team roles

Step-3: After clicking on the team role option, the team role page is open then click on the new option.

Salesforce classic add account team members — Click on the new option

Step-4: After clicking on the new option, Add picklist values team role page is open. In the text area, enter the picklist values and enter each value in a separate line. Here we are entering Santa Clara Custom Support. After entering the value click on the save button.

How to add the account team members in salesforce classic — Click on the save option

Step-5: After clicking on the save option, again team role page is open and we can see that the team role picklist values are present inside the list. Now go to the account object that is present in the nav bar.

Add the account team members in salesforce classic

Step-6: After clicking on the account object, we can see that in the related tab, I have got the account team as a related list. Now click on the add button, which is present beside the add default team option.

Salesforce classic add the account team members — Click on add option

Step-7: After clicking on the add team members button. The add account team members page is open. Now fill the information on the account team members page and then click on the save option.

How to add account team members in the salesforce classic — Click on the save option

So, with this, we understand how to add account team members in Salesforce Classic. Further, we will learn how to append account team members in salesforce.

Read: How to add and remove tabs in salesforce lightning

How to append account team members in Salesforce

Here we will append the account team members in Salesforce. If you want to learn how to append account team members in salesforce follow these steps:

Step-1: Firstly, login into the Salesforce lightning account. Go to the gear icon under the gear icon two option is present. Setup and Service Setup. Click on the Setup.

After clicking on the setup option. Enter the Account teams in Quick Find Box. The Quick Find Box is present in the left sidebar.

How to append account team members in salesforce

Step-2: After clicking on the account teams option, the account teams page is open, three options are present first one is team roles, the other is replaced team roles, and disable account teams options present click on the team roles option.

How to append account team members in salesforce lightning — Click on the team roles option

Step-3: After clicking on the team role option, the team role page is open then click on the new option.

Append account team members in salesforce — Click on the new option

Step-4: After clicking on the new option, Add picklist values team role page is open. In the text area, enter the picklist values and enter each value in a separate line. Here we are entering New York Sales Engineer. After entering the value click on the save button.

Append account team members in salesforce lightning — Click on the save option

Step-5: After clicking on the save option, again team role page is open and we can see that the team role picklist values are present inside the list.

Salesforce append account team members — Role is added

Step-6: After clicking on the account object, we can see that in the related tab, I have got the account team as a related list. Now click on the add button, which is present besides the add default team option.Now go to the account object that is present in the nav bar.

Salesforce lightning append account team members — Account team is added

So, with this, we understand how to append account team members in salesforce lightning.

Read: How to Create a Task in Salesforce

Conclusion

In this tutorial, we have learned how to add account team members in salesforce, and also we have covered how to append account team members in salesforce. This can be performed on both salesforce lightning and salesforce classic.

What are account teams in Salesforce?
How to add account team members in Salesforce
How to add account team members in Salesforce lightning
How to add account team members in Salesforce Classic
How to append account team members in Salesforce

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Bijay Kumar

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.