Add, remove, or replace multiple account team members at a time. Update member roles and
access.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
| User Permissions Needed |
| To edit multiple account team members, roles, and access in one operation: |
Use Team Reassignment Wizards |
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In Setup, use the Quick Find box to find Mass Reassign Account
Teams.
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Specify your changes by following the steps. Select the appropriate account,
contact, case, and opportunity access for new or changed team members. Then
complete any custom fields included in the account team page layout.
Suppose that you deactivate an account team user who has Read/Write
access on accounts, contacts, opportunities, or cases, and then you reactivate
the user. The user’s access defaults to Read Only.
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Review the number of changed records, and then click Done.
