Choose Team Member Hierarchy for Account Manager Targets
Select the team member hierarchy for account manager targets. The selected hierarchy
determines the users that account manager can assign targets to.
Required Editions
Available in: Enterprise, Unlimited, and Developer
Editions
User Permissions Needed
To modify team member hierarchy type:
Customize Application
From Setup, in the Quick Find box, enter Account Manager Targets,
and then select Account Manager Targets.
In the Team Member Hierarchy section, select a team member hierarchy type.
Option
Description
Manager Hierarchy
Use the Manager field on user records to determine the team member hierarchy for
account manager targets. This hierarchy functions solely based on the manager
specified in each user's profile and does not use the organization's role hierarchy or
any field within the account manager target entity itself.
Forecasts Hierarchy
Use the forecast hierarchy to determine the team member hierarchy for account manager
targets. This hierarchy is defined in the Forecasts Hierarchy page in Setup.
Warning If you change the team member hierarchy type, all existing targets are made
read-only.
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