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Add Default Account or Opportunity Teams to User records

게시 일자: Oct 13, 2022
상세 설명

The following conditions must be met to add or remove Account or Opportunity teams from another user's record:
 

  1. In order for Delegated Admin to see the 'Add' button on the 'Default Opportunity Team' or 'Default Account Team' related list on the User record, the Delegated Admin should have a minimum of Read access on Account and Opportunity.
  2. Have the 'Manage Users' permission.
  3. Assigned a role above the User they are trying to edit, in the Role Hierarchy.

 

솔루션


    To modify the ‘Default Account Team' or ‘Default Opportunity Team'


    In Salesforce Classic
    1. Click Setup. Note: If 'Enable Improved Setup User Interface' is enabled, you can find 'Setup' under your Name dropdown.
    2. Under Manage Users, click Users.
    3. Find and click on your name.
    4. Scroll to the ‘Default Account Team' or ‘Default Opportunity Team' section. 
    5. Click on Add and fill up with details. 
    6. Click Save.  

    In Lightning Experience
    1. Click on the gear icon.
    2. Click on Setup.
    3. Under Users, click Users.
    4. Find and click on your name.
    5. Scroll to the ‘Default Account Team' or ‘Default Opportunity Team' section.
    6. Click on Add and fill up with details. 
    7. Click Save.


    See also
    Assign Users to Roles
    Guidelines for Updating Account Team Members
    Guidelines for Updating Opportunity Team Members
    Knowledge 기사 번호

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