Alle kontoteammedlemmer har en rolle i tilknytning til en konto, som kundeansvarlig eller salgsrepresentant. Tilpass kontoteamrollene for å følge rollene som teammedlemmer innehar i firmaet.
Nødvendige utgaver
Tilgjengelig i Lightning Experience og Salesforce Classic
Tilgjengelig i Enterprise, Performance, Unlimited og Developer Edition
Nødvendige brukertillatelser
For å konfigurere teamroller:
Tilpasse program
Advarsel Kontoteam deler roller med salgsmulighetsteam. Hvis du fjerner en kontoteamrolle, vises ikke denne rollen lenger som en salgsmulighetsteamrolle.
Bruk Hurtigsøk-feltet i Oppsett til å søke etter Teamroller.
Rediger valglisteverdiene for teamroller for å følge forretningsprosessen.
Lagre endringene.
Når du skal oppdatere en endret plukklisteverdi under Oppsett globalt, bruker du Hurtigsøk-feltet for å finne Erstatt teamrolle.
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