You are here:
Add Teams to Your Accounts
If your Salesforce admin has enabled account teams, the Account Team related list appears on each account. You can add, edit, or remove team members.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To add, edit, or remove account team members: | Read on users AND Edit on accounts AND Account owner or above the owner in the role hierarchy |
| To view accounts as a team member: | Read on accounts |
If you don’t see the Account Team related list, ask your Salesforce admin to enable account teams.
Note Team members may be removed upon account ownership changes based on who
added the account team members. If the account owner is changed, the team members added by
users with group-based access are removed from the team, even if the Keep account
team option is selected. To keep the team members related to the account, they
should be added by a Salesforce admin, the account owner, or someone above the owner in the
role hierarchy.
-
Edit the account team.
- Add, Edit, or Remove Team Members
- In the Account Team related list on an account, click to add a team member or a default account team.
- To remove team members in Lightning Experience and the Salesforce mobile app , use the Remove All Members action. In Salesforce Classic, use the Delete All button on the related list.
- If you remove an account team member who receives opportunity splits, you can also remove the member from opportunity teams on open opportunities related to the account.
- Give a Team Member Access to the Account
- To see each team member’s access, click the Team Member Access action. A member’s access level can be read and write or read-only, but it’s at least equal to the default account sharing access.
- The Team Member Access action isn’t available in the Salesforce mobile app.
- Specify a Member’s Role on the Account
- For example, a member can be the account manager or an executive sponsor.
Changes that you make to an account team don’t affect your default account team or the teams on your other accounts. -
Add your default account team—users you normally work with on accounts.
Add your default team to all your accounts automatically or to one account at a time.Account teams and opportunity teams share available team member roles.
See Also
Did this article solve your issue?
Let us know so we can improve!
