Working with Teams on Your Accounts

If you don’t see the Account Team related list, ask your Salesforce admin to turn on account teams.

Note When account ownership changes, some account team members are removed based on who added the account team members. Team members added by users with group-based access are removed from the team, even if the Keep account team option is selected. Only team members added by the account owner, by a user above the account owner in the account owner’s direct hierarchy chain, or by a Salesforce admin are kept on the team when the original account owner changes.

Add, Edit, or Remove Team Members

• In the Account Team related list on an account, click Add Team Membersto add a team member. Click Add Default Team to add a default account team.
• To remove team members in Lightning Experience and the Salesforce mobile app, use the Remove All Members action. In Salesforce Classic, use the Delete All button on the related list.
• If you remove an account team member who receives opportunity splits, also remove the member from opportunity teams on open opportunities related to the account.
• Experience site users cannot add, edit, or remove team members.

Give a Team Member Access to the Account

• To see each team member’s access, click the Team Member Access action.
• A member’s access level can be read and write or read only, but it’s at least equal to the default account sharing access.
• The Team Member Access action isn’t available in the Salesforce mobile app.

Specify a Member’s Role on the Account

• For example, a member can be the account manager or an executive sponsor.
• To edit information about a team member, go to the user’s detail page.
• Account teams and opportunity teams share available team member roles.

Work with Default Account Teams

• Add your default account team—users you normally work with on accounts.
• Add your default team to all your accounts automatically or to one account at a time.
• Changes that you make to one account’s account team don’t affect your default account team or the teams on your other accounts.