Collaborate on Accounts by Using Teams

When you collaborate on accounts with colleagues, use account teams to facilitate teamwork and track progress. Roles on a team can include an executive sponsor, a dedicated support agent, and a project manager, for example. Team members can be internal users or partner users.

• Add Teams to Your Accounts
  If your Salesforce admin has enabled account teams, the Account Team related list appears on each account. You can add, edit, or remove team members.
• Set Up a Default Account Team
  Set up a default team of coworkers you typically work with on accounts, with a role for each member and special access to your accounts. If you don’t see the Account Team related list, ask your Salesforce admin to enable account teams.
• Use Reports to Maintain Account Teams
  Keep team information current using the ID field on Account Team Member in reports. For example, run a report to identify all the account teams that a user is a member of. Then use the IDs and Data Loader to remove the team member from all account teams.
• Considerations for Account Access via Teams
  Review considerations for granting account access via account teams and adding portal users to teams.