Introduction
Salesforce provides various features to enhance collaboration among team members. One such feature is the Account Team, which allows multiple users to work together on a single account by defining roles and access levels. The Account Team Member object plays a crucial role in this functionality by enabling administrators and users to assign different team members specific responsibilities within an account.
This blog will explore the Account Team Member object, its purpose, and a step-by-step guide to implementing it in Salesforce.
Purpose of the Account Team Member Object
The Account Team Member object assigns multiple users to an account with specific roles and permissions. This feature is beneficial for organizations that require collaboration across different departments, such as Sales, Support, and Customer Success.
Key Benefits
- Enhances teamwork and collaboration on account records.
- Allows defining different roles for team members.
- Controls access to account-related data through defined permissions.
- Improves sales and service efficiency by clearly assigning responsibilities.
How to Implement Account Team Members in Salesforce
Step 1: Enable Account Teams in Salesforce
By default, the Account Team feature is not enabled in Salesforce. To use it, follow these steps:
- Navigate to Setup → Enter “Account Teams” in the Quick Find box.
- Click Account Teams Settings.
- Check the box for Enable Account Teams.
- (Optional) Enable Account Teams in Lightning Experience. Click Save.
Step 2: Add the Account Team Related List to the Account Page Layout
To allow users to add team members to an account, you need to modify the page layout:
- Go to Setup → Object Manager.
- Select Account → Click Page Layouts.
- Choose the layout you want to edit.
- Drag the Account Team-related list onto the page layout. Click Save.
Step 3: Manage Account Team Roles
Salesforce allows defining custom roles for account team members:
- Go to Setup → Enter “Roles” in the Quick Find box.
- Click Team Roles.
- Click on New Role and enter the role name (e.g., Sales Manager, Support Rep). Click Save.
- Now, when adding team members to an account, these roles will be available for selection.
Step 4: Add Account Team Members to an Account
To assign team members to a specific account:
- Open an Account record.
- Locate the Account Team-related list.
- Click Add Team Members.
- Select users and define their roles.
- Set their access levels (Read-Only, Read/Write, etc.). Click Save and then you will see the Team Member added to the Account Team.
Conclusion
The Account Team Member object in Salesforce is a powerful feature that enhances collaboration among different team members working on an account. By implementing Account Teams, organizations can streamline their sales and support processes, ensuring the right team members have appropriate access to account-related data.
By following the steps outlined above, you can successfully enable and configure Account Teams in your Salesforce org, improving overall efficiency and teamwork.
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