Every account team member has a role on an account, such as account manager or sales
rep. To track the roles that team members fill in your company, customize account team
roles.
Required Editions
Available in: Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and
Developer Editions
User Permissions Needed
To set up team roles:
Customize Application
Warning 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.
In Setup, use the Quick Find box to find Team Roles.
Edit the picklist values for team roles to follow your business process.
Save your changes.
To update a changed picklist value globally, in Setup, use the Quick Find box to find
Replace Team Role.
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