To help your account reps collaborate and improve customer relationships, turn on account teams and customize the account team layout.
- Turn On Account Teams
To allow your reps to create and maintain long-term, collaborative teams for their accounts, turn on account teams. - Customize Account Team Roles
Every account team member has a role on an account. To track the roles that team members fill in your company, such as account manager or sales rep, customize your account team roles. - Maintain Your Users’ Account Teams
Add, remove, or replace multiple account team members at a time. Update member roles and access. - Disable Account Teams
If your account reps aren’t using account teams and you don’t want to retain account team data, you can disable account teams. - Considerations for Customizing Account Teams
If you customize account teams, review considerations related to custom fields, team member information, and validation rule, flow, and Apex trigger support. - Considerations for Account Team Member Access
When you view a team member's access, the level shown depends on where you look. The account team member record shows only the directly granted access, while the Team Member Access action shows the user's total access from all sources. - Account Team Fields
Account team member data is stored in standard fields. A user’s page layout determines which fields are visible, and a user’s access to the account determines which fields are editable.