Hello Friends,
Today we will learn all about Account Team. So, let’s begin.
Topics Covered:
- Enable Account Teams
- Setup Account Roles
- Setup Default Account Team
What is Account Team?
Account team is a team of people working on a single account. So, for example, you are running a business and you work with multiple team members on an single account.
Visibility
The account team impacts visibility by being a part of the account team, you automatically get at least read access. It also gives access to the opportunities, contact and cases, but opportunities, contacts, and cases get optionally visibility. These objects are directly connected to the account object by a master detail relationship, so Salesforce is configured only for these three objects, the opportunities, contact and cases.
Account Team feature is a not enabled by default. You need to enable that feature to to use that functionality.
- From Setup, enter Account Teams in the Quick Find box, and select Account Teams.
- Click Enable Account Teams.
- Select the Account Teams Enabled checkbox and click Save.
Select the Account Layout checkbox to add the Account Team related list to the page layout.
Select the Add to users’ customized related lists checkbox and click Save.
Now suppose, five people are working on an account.
One person is the account manager and the other person is the account lead and other three are the account team members.
- Click Team Roles and click New.
- In the text area, enter these picklist values, each on a separate line:
- Account Manager
- Lead Qualifier
Replace Team Roles
If you want to replace a team rule from the old team role to new one you can do it by clicking replace team role.
Disable Account Team
This option is for disabling account team.
Now go to the account detail page and select related. In the related list you will see Account Team
Now we are going to add account Team members. Right now we just have account owner and no one else is working on the account. Click on Add Team Members
Add the team member and their role.
If you see the access, this depends on Sharing setting of the object. If user is part of account team then he will at least have read access to the account. Opportunities, cases, contacts have optional access depending on sharing setting.
Now we have this Account Team
To see existing team member access. Click on down arrow and click on Team Member Access.
Default Team
Another concept that we are going to talk about is default team. For example, in my company, I am Account Head and I have three other account members working with me. So, whatever accounts that I am responsible for, all four of us work together. Now a new account is created and I’m responsible for that account. I pull in all the three members as well so all four of us work together. So those three members are always part of my account team. So, this default team is defined at the user level.
Go to Setting -> Advanced User Detail -> Account Team
You can add a default team
Automatically add my default account team to accounts that I create or accounts that are transferred to me – It will automatically add the Default team for the accounts associated to me
Update the account teams of my existing accounts – As the name says, this option will update the account team for already existing account.
Now go to account record –> Go to related 🡪 Account Team 🡪 Add Default Team
So, this is all about Account team.
Summary
- An Account Team cannot own an account
- Account Team Members still need Object-level access to view/edit records
Difference between account and opportunity Team?
- Opportunity teams influence record-level security on the opportunity. Account teams influence record-level security on the account, related opportunities, and related cases.
- Custom fields can be added to the opportunity team object; custom fields cannot be added to the account team object.
Example Business Use Case:
Scenario:
Wal-mart has a large business. Org-wide defaults for account and opportunity are set to private. For accounts, a team is established with users fulfilling various roles (sales engineer, manger etc). Given the private sharing model, often these users will need the account owner to manually share record access.
Solution:
Instead of using manual record sharing to provide access to accounts, enable account teams. Not only will this solve the record sharing requirement but will also provide a clear mechanism to document each user’s relationship to each account.
Points to Remember
- Full record access to the account is needed to manage its account teams.
- For Account Team, access levels of the records can only grant the same or wider access than your organization’s default access.
- Contact Access is not available if the org-wide default access for contact is set to Controlled by the parent.
- Salesforce admins and users above in the role hierarchy can add default account team to accounts that you own.
