{"id":10379,"date":"2025-02-26T11:00:08","date_gmt":"2025-02-26T11:00:08","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=10379"},"modified":"2025-10-16T08:56:53","modified_gmt":"2025-10-16T08:56:53","slug":"account-team-member-functionality-in-salesforce-a-complete-guide","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/02\/26\/account-team-member-functionality-in-salesforce-a-complete-guide\/","title":{"rendered":"Account Team Member Functionality in Salesforce: A Complete Guide"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Introduction<\/mark><\/strong><\/h3>\n\n\n\n<p>Salesforce provides various features to enhance collaboration among team members. One such feature is the <strong>Account Team<\/strong>, which allows multiple users to work together on a single account by defining roles and access levels. The <strong>Account Team Member<\/strong> object plays a crucial role in this functionality by enabling administrators and users to assign different team members specific responsibilities within an account.<\/p>\n\n\n\n<p>This blog will explore the <strong>Account Team Member<\/strong> object, its purpose, and a step-by-step guide to implementing it in Salesforce.<\/p>\n\n\n\n<p><strong>Purpose of the Account Team Member Object<\/strong><\/p>\n\n\n\n<p>The <strong>Account Team Member<\/strong> 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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Key Benefits<\/mark><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enhances teamwork and collaboration on account records.<\/li>\n\n\n\n<li>Allows defining different roles for team members.<\/li>\n\n\n\n<li>Controls access to account-related data through defined permissions.<\/li>\n\n\n\n<li>Improves sales and service efficiency by clearly assigning responsibilities.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">How to Implement Account Team Members in Salesforce<\/mark><\/strong><\/h3>\n\n\n\n<p><strong>Step 1: Enable Account Teams in Salesforce<\/strong><\/p>\n\n\n\n<p>By default, the Account Team feature is not enabled in Salesforce. To use it, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"1\">\n<li>Navigate to <strong>Setup<\/strong> \u2192 Enter &#8220;Account Teams&#8221; in the Quick Find box.<\/li>\n\n\n\n<li>Click <strong>Account Teams Settings<\/strong>.<\/li>\n\n\n\n<li>Check the box for <strong>Enable Account Teams<\/strong>.<\/li>\n\n\n\n<li>(Optional) Enable <strong>Account Teams in Lightning Experience<\/strong>. Click <strong>Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/02\/1.-Enabling-Account-Teams-in-Salesforce.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/02\/1.-Enabling-Account-Teams-in-Salesforce.png\" alt=\"Enabling Account Teams in Salesforce\"><\/a><\/center><font size=\"2\"><center><i> Enabling Account Teams in Salesforce <\/i><\/center><\/font>\n\n\n\n<p><strong>Step 2: Add the Account Team Related List to the Account Page Layout<\/strong><\/p>\n\n\n\n<p>To allow users to add team members to an account, you need to modify the page layout:<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"1\">\n<li>Go to <strong>Setup<\/strong> \u2192 <strong>Object Manager<\/strong>.<\/li>\n\n\n\n<li>Select <strong>Account<\/strong> \u2192 Click <strong>Page Layouts<\/strong>.<\/li>\n\n\n\n<li>Choose the layout you want to edit.<\/li>\n\n\n\n<li>Drag the <strong>Account <\/strong><span style=\"box-sizing: border-box; margin: 0px; padding: 0px;\"><strong>Team-<\/strong>r<\/span>elated list onto the page layout. Click <strong>Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/02\/2.-Adding-the-Account-Team-Related-List-to-the-Account-Page-Layout.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/02\/2.-Adding-the-Account-Team-Related-List-to-the-Account-Page-Layout.png\" alt=\"Adding the Account Team Related List to the Account Page Layout\"><\/a><\/center><font size=\"2\"><center><i> Adding the Account Team Related List to the Account Page Layout <\/i><\/center><\/font>\n\n\n\n<p><strong>Step 3: Manage Account Team Roles<\/strong><\/p>\n\n\n\n<p>Salesforce allows defining custom roles for account team members:<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"1\">\n<li>Go to <strong>Setup<\/strong> \u2192 Enter &#8220;Roles&#8221; in the Quick Find box.<\/li>\n\n\n\n<li>Click <strong>Team Roles<\/strong>.<\/li>\n<\/ol>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/02\/5.-Manage-Account-Team-Roles.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/02\/5.-Manage-Account-Team-Roles.png\" alt=\"Manage Account Team Roles\"><\/a><\/center><font size=\"2\"><center><i> Manage Account Team Roles <\/i><\/center><\/font>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li>Click on <strong>New Role<\/strong> and enter the role name (e.g., Sales Manager, Support Rep). Click <strong>Save<\/strong>.<\/li>\n\n\n\n<li>Now, when adding team members to an account, these roles will be available for selection.<\/li>\n<\/ol>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/02\/6.-Creating-New-Role.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/02\/6.-Creating-New-Role.png\" alt=\"Creating New Role\"><\/a><\/center><font size=\"2\"><center><i> Creating New Role<\/i><\/center><\/font>\n\n\n\n<p><strong>Step 4: Add Account Team Members to an Account<\/strong><\/p>\n\n\n\n<p>To assign team members to a specific account:<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"1\">\n<li>Open an Account record.<\/li>\n\n\n\n<li>Locate the <strong>Account <\/strong><span style=\"box-sizing: border-box; margin: 0px; padding: 0px;\"><strong>Team-<\/strong>r<\/span>elated list.<\/li>\n\n\n\n<li>Click <strong>Add Team Members<\/strong>.<\/li>\n<\/ol>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/02\/3.-Add-Account-Team-Members-to-an-Account.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/02\/3.-Add-Account-Team-Members-to-an-Account.png\" alt=\"Add Account Team Members to an Account\"><\/a><\/center><font size=\"2\"><center><i>Add Account Team Members to an Account<\/i><\/center><\/font>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li>Select users and define their roles.<\/li>\n\n\n\n<li>Set their access levels (Read-Only, Read\/Write, etc.). Click <strong>Save<\/strong> and then you will see the Team Member added to the Account Team.<\/li>\n<\/ol>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/02\/4.-Defining-Roles-to-the-users.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/02\/4.-Defining-Roles-to-the-users.png\" alt=\"Defining Roles to the users\"><\/a><\/center><font size=\"2\"><center><i>Defining Roles to the users <\/i><\/center><\/font>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/02\/7.-Account-Team-on-Layout.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/02\/7.-Account-Team-on-Layout.png\" alt=\"Account Team on Layout\"><\/a><\/center><font size=\"2\"><center><i> Account Team on Layout <\/i><\/center><\/font>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Conclusion<\/mark><\/strong><\/h2>\n\n\n\n<p>The <strong>Account Team Member<\/strong> 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.<\/p>\n\n\n\n<p>By following the above blog instructions, you will be able to learn\u00a0<strong>\u201c<em>Account Team Member Functionality in Salesforce: A Complete Guide<\/em>\u201c<\/strong>. If you still have queries or any related problems, don\u2019t hesitate to contact us at\u00a0<a href=\"mailto:salesforce@greytrix.com#_blank\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. More details about our integration product are available on\u00a0<a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a>\u00a0and\u00a0<a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI#_blank\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at&nbsp;<a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p style=\"text-align: justify\"><b>About Us<\/b><\/br>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.<br><br> Greytrix has some unique solutions for Cloud CRM such as <a href=\"\">Salesforce Sage integration<\/a> for <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/integration\/\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/data-migration-support\/\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Integrated App development<\/a>, Custom App development and Technical Support business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<br> The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.<br><br> For more information on our Salesforce products and services, contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. 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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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/02\/26\/account-team-member-functionality-in-salesforce-a-complete-guide\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[2002,1999,2009,2008,2001,2007,2004,1998],"class_list":["post-10379","post","type-post","status-publish","format-standard","hentry","category-salesforce-srv","tag-account-team-member-object","tag-adding-team-members","tag-collaboration-with-account-team","tag-enable-account-teams","tag-manage-account-team-roles","tag-profiles-permissions","tag-security-access-control","tag-team-based-selling"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10379","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=10379"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10379\/revisions"}],"predecessor-version":[{"id":11646,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10379\/revisions\/11646"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=10379"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=10379"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=10379"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}