Multiple managers can access account teams and edit an account and the account data. To
collaborate better on accounts, Account Teams can define a role for each team member, set
record-level access individually, and view teams in list views and reports.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions where Consumer Goods
Cloud is enabled
Important Though Trade Promotion Management (TPM) doesn’t use account teams, you
must perform the steps to complete package installation because Retail Execution (RE) and TPM
are in a single package, and having an account teams is mandatory for RE.
From Setup, in the Quick Find box, enter Account Teams, and then
select Account Teams.
Click Enable Account Teams, and then select Account Teams
Enabled.
Save your changes.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.