Set Up Account Teams

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

(This clip starts at the 1:02:59 minute mark, in case you want to rewind and watch the beginning of the step again.)

Introduction

Selling is a collaborative activity at AW Computing. In addition to sales reps, customer support reps are also involved with customer accounts, and therefore need access to corresponding opportunities, cases, and contacts. In this step, you’ll set up account teams to give sales reps, engineers, customer support reps, and consulting reps access to the opportunities and cases related to accounts that they are working on.

Enable account teams.

1. From Setup, enter Account Teams in the Quick Find box, and select Account Teams.
   
2. Click Enable Account Teams.
   
3. Select the Account Teams Enabled checkbox and click Save.
   
4. Select the Account Layout checkbox to add the Account Team related list to the page layout.
   
5. Select the Add to users' customized related lists checkbox and click Save.
   

Add new team roles: Sales Engineer and Customer Support Rep.

1. Click Team Roles and click New.
   
2. In the text area, enter these picklist values, each on a separate line:
   

• Customer Support Rep
• Sales Engineer 
  

3. Click Save.
   

Create a default account team to give access.

1. Click your user icon/picture (in the upper right of the screen), then click Settings.
   
2. On the left sidebar, click Advanced User Details.
   
3. In the Default Account Team related list, click Add.
   
4. Use the search function button to select the team members.

   Field	Value
   Team Member	your name
   Account Access	Read/Write
   Opportunity Access	Read/Write
   Case Access	Read/Write
   Team Role	Customer Support Rep

5. Add a second team member

   Field	Value
   Team Member	Amy Daniels
   Account Access	Read/Write
   Opportunity Access	Read/Write
   Case Access	Read/Write
   Team Role	Sales Engineer

6. Click Save.
   

Add the default team to one of your accounts.

1. Click the App Launcher and select Sales.
   
2. Click the Accounts tab.
   
3. From the List Views picklist, select All Accounts.
   
4. Click Edge Communications.
   
5. In the Account Team related list, click Add Default Team.
   
6. Look at the Account Team related list again to make sure the team was added.
   

That’s a Wrap!

Thanks to you, CEO Jon Wiseman can rest easy knowing that your Salesforce organization is secured. You restricted login hours and IP ranges for your organization. You created profiles and set up object access. You built a role hierarchy to ensure that each user only has access to the information they need for their specific role. And you created sharing rules to let users collaborate on records. Way to go, awesome admin!