Account Teams in Salesforce Explained

Hi Everyone,

This blog post is all about Account Team in Salesforce.

Introduction

1. The Account Team is simply a group of users who work on an account together.
2. The Account Team can not be the owner of any Account Record
3. Account Owners (or Admins) must grant record-level access to account team members for the Account object, and Related Opportunities, Contacts, and/or Cases.
4. Account Team Members (Users) still need Object-level access to view/edit records

When to Use Account Team

1. If more than one Users wants to work on the Same Account.
2. If your organization is approaching your criteria-based sharing rules limits (50 on the Account object), or other sharing limits.
3. If Account Owners need to grant manual “one-off” record access to individuals (similar to manual sharing in Classic).

Default Account Team

What is a ‘Default’ Account Team? A Default Account Team is a predefined team that the Account Owner can set up, which can then be assigned to an Owner’s accounts, when applicable.

Notes:

1. A User can only have one default account team.
2. Using Default Account Teams is optional, and may not fit your Org’s use case

Things to Remember ( From Salesforce Ben’s Blog )

1. Each Org only gets one ‘Team Role’ picklist, so choose the labels wisely.
2. Account Teams work in combination with Sharing Rules and Org-Wide Defaults (OWD) and other sharing. They can only add access, not reduce access.
3. You can use Process Builder/Flows to populate custom fields on the Account Team Member object from the User Record (such as Email, Phone).
4. You could add custom fields for “Start Date” and “End Date” for the Account Team Member object for reporting.
5. Keep in mind that each Account Team Member has a Unique Id (for each separate account).  These IDs can be used for bulk updates.
6. Account Teams could be rolled-out for a portion of the Org if desired, as Account Teams are only displayed on Page Layouts with the “Account Team” related list added.
7. You can Add “Custom Buttons” to the Account Team related list (such as an [Account Hierarchy] button)

Here is the full video which will help you to understand the Account teams in Details.

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