An account record owner or users above the owner in the role hierarchy who have read access on the account can add team members but not edit them. If they have edit access on the account, they can also edit or delete team members.
|Available in: both Salesforce Classic and Lightning Experience|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To add team members to an account:||”Read” on users |
"Edit” on accounts
|To view accounts as team members:||“Read” on accounts|
A user who doesn’t own the account record can add team members only if he or she has edit access on the record.
You can grant the team member a higher access to the record only if you are the owner of account record, or above the owner in your organization's role hierarchy.
To build an account team, select an account and add account team members to it. High-volume portal users can’t be added to teams.
- View the account.
- Click Add in the Account Team related list.
- Select users to add to the account team. To add your default account team to an account, click Add Default Team in the Account Team related list. To add all account team members to an opportunity, click Add Account Team from the Opportunity Team related list on the opportunity.
- Select the type of access each member should have to the account's related records.
The access level cannot be less restrictive than your org’s default account access level. The options available to you vary depending on your org’s sharing model and whether you’re using Salesforce Classic or Lightning Experience. Regardless of sharing access, account team members must also have the “Read” permission on accounts to view accounts that list them as members.
- Select a team role for each member.
- Click Save.
In a custom list view, you can filter account lists by the account teams in which you are a member. When creating or editing a custom list view for accounts, select the My Account Teams
In account reports, you can filter accounts by the account teams in which you are a member.