Collaborate on Accounts by Using Teams

When you collaborate on accounts with colleagues, use account teams to facilitate teamwork and track progress. Roles on a team can include an executive sponsor, a dedicated support agent, and a project manager, for example. Team members can be internal users or partner users.

• Working with Teams on Your Accounts
  If your Salesforce admin has enabled account teams, the Account Team related list appears on each account. You can add, edit, or remove team members.
• Set Up a Default Account Team
  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.
• Use Reports to Maintain Account Teams
  Keep team information current using the ID field on Account Team Member in reports. For example, run a report to identify all the account teams that a user is a member of. Then use the IDs and Data Loader to remove the team member from all account teams.
• Considerations for Account Access via Teams
  Review considerations for granting account access via account teams and adding portal users to teams.