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.

• Working with Teams on 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 and Manage 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 turn on 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 Using Account Teams
  Review considerations for working with account teams. Learn about account team members and access levels and what happens to team members when an account owner changes.