Every account team member has a role in working with that account, such as Account Manager or Sales Rep. To track the roles that team members play in your company, customize your account team roles in Salesforce.
|Available in: both Salesforce Classic and Lightning Experience|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To set up team roles:||“Customize Application”|
- Account teams share roles with opportunity teams. If you remove an account team role, that role is no longer listed as an opportunity team role.
From Setup, enter Team Roles in the Quick Find box, then select Team Roles under Account Teams.
Edit the picklist values for team roles as needed.
Save your changes.
To update a changed picklist value in all your files, enter Replace Team Roles in the Quick Find box, then select Replace Team Role.