Set up a default team of coworkers you typically work with on accounts, with a role for
each member and special access to your accounts. If you don’t see the Account Team related list,
ask your Salesforce admin to enable account teams.
Required Editions
Available in: Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and
Developer Editions
User Permissions Needed
To set up or edit a default account team:
Read on accounts
AND
Account owner or above the owner in the role
hierarchy
To add the account owner’s default account team to an account:
Read on accounts
AND
Account owner or above the owner in the role
hierarchy
In your personal settings, go to Advanced User Details and find Default Account Team. Click
Add.
Add coworkers, selecting each user’s access to the account and to related opportunities and
cases, and the user’s role on the team.
If you want, select options for adding the team to accounts automatically.
To add your default team to accounts from now on, select Automatically add
my default account team to accounts that I create or accounts that are transferred to
me.
To add your default team to all your accounts immediately, select Update
account teams with these members.
If you don’t add your default team to accounts automatically, you can add it to
individual records by clicking Add Default Team on the Account Team
related list. Add Default Team adds the default team of the account
owner, not of the user who clicks the button.
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