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            Assign Action Plan Tasks to Account Team Roles

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            Assign Action Plan Tasks to Account Team Roles

            Set up account teams to enable the option to assign an action plan task to a role.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.

            Account teams are groups of users who work together on a client. You define the account team roles within your organization. Account owners then assign the people who play those roles for a client.

            The creator of an action plan template can specify which role is assigned a task. The role is resolved to a user when an action plan is created.

            1. From Setup, enter Account Teams in the Quick Find box, then select Account Teams.
            2. Click Enable Account Teams, then select Account Teams Enabled and save the setting.
            3. Select the page layouts in which to include the account teams list component, such as the client and business account pages.
            4. Save your changes.
            5. Click Team Roles and update the list of roles so they match your business requirements.
              For example, you might include banker, relationship manager, advisor, or claims agent.
            6. Add account team members in bulk:
              1. From Setup, enter Mass Reassign Account Teams in the Quick Find box, then select Mass Reassign Account Teams.
              2. Complete the steps to select client profiles and define account team members.
              3. Repeat to assign other account team members to client profiles.
              4. Save your changes.
            Note
            Note While not used within Action Plans, account teams enable extra access to Account, Opportunity, Case, and related objects to be granted. To use this feature, setup is required.

            See Also

             
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