What are Account Teams?
Account teams provide a method to document the roles of multiple users in the management of a single account.
Why use Account Teams?
Adding members to an account team serves several purposes:
- Documentation & accountability. Clearly defining each user’s role within the management of an account provides an easy way to establish accountability.
- Record access. When a user is assigned to an account team, they are granted record-level access to the account record and some of its related records:
- Operations & logistics. Account teams can be referenced in list views and reports:
Who can add and manage Account Team members?
Full record access to the account is needed to manage its account teams.
In application, this is generally the a) the account owner, b) a user higher in the role hierarchy than the account owner, or c) a system administrator (see Security Overview for details).
How are Account Teams enabled?
Navigate to Setup –> Customize –> Accounts –> Account Teams.
Click enable, and add the related list to the appropriate page layouts when prompted.
What is a Default Account Team?
Each user can define a default account team (Setup –> My Personal Information –> Personal Information).
A user’s default account team can be applied in several ways:
- The user’s default account team can be automatically added to new or existing accounts owned by the user:
- The user can manually add the default account team from the account page layout:
What is Team Selling?
Also known as opportunity teams, team selling applies the same concepts as account teams to the opportunity object. However, there are a few differences:
- 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 Use Case:
My organization has a large, complex sales division. Org-wide defaults for account and opportunity are set to private. For strategic accounts, a team is established with users fulfilling various roles (sales engineer, sales rep, etc.). Given the private sharing model, often these users will need the account owner to manually share record access.
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.