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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.
- From Setup, enter Account Teams in the Quick Find box, then select Account Teams.
- Click Enable Account Teams, then select Account Teams Enabled and save the setting.
- Select the page layouts in which to include the account teams list component, such as the client and business account pages.
- Save your changes.
- Click Team Roles and update the list of roles so they match your business requirements.
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Add account team members in bulk:
- From Setup, enter Mass Reassign Account Teams in the Quick Find box, then select Mass Reassign Account Teams.
- Complete the steps to select client profiles and define account team members.
- Repeat to assign other account team members to client profiles.
- Save your changes.
See Also
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