Before you delete a member from an account team, make sure you’re aware of these considerations.
|Available in: both Salesforce Classic and Lightning Experience|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To view accounts:||“Read” on accounts|
|To remove team members:||”Read” on users |
Edit” on accounts
Owner of account record, or above owner in your organization's role hierarchy
- For each account you own, you can remove any team member from the account team.
- Unless specified, removing a member of your account team does not remove that person from your opportunity teams.
- If a team member is on your default account team and you remove him or her from a specific account, those changes only affect that account. The setup of your default account team does not change. To remove users from your default account team, see Guidelines for Setting Up Default Account Teams.
- If a user on an account team has Read/Write access (Account Access, Contact Access, Opportunity Access, and Case Access) and is deactivated, the access will default to Read Only if the user is reactivated.