---
schema_version: "1"
id: 1acae5aa9638852bc2ec518f738f2f700a5ac69c4983fb793201660cb6b411af
title: Customize Account Team Roles
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/accountteam_customize_roles.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.accountteam_customize_roles.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b1e4bc87dc691ce6fcfd5ec438dcc137ce152198d0fec82abc6c24e3f3b920ac
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d55340e73">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d55340e73 ">To set up team roles:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d55340e73 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_warning.png)

Warning Account teams and opportunity teams share roles with each other. Adding or updating an account team role also adds or updates the role for opportunity teams. And, if you remove an account team role, that role is no longer listed as an opportunity team role.

To customize team roles, first [Turn On Account Teams](https://help.salesforce.com/s/articleView?id=sales.accountteam_enable.htm&type=5&language=en_US).

1. From Setup, in the Quick Find box, enter Account Teams, and then select **Account Teams**.
2. Select **Team Roles**.
3. Edit the picklist values for team roles to follow your business process.
4. Save your changes.
5. .

#### See Also

- [Customize Opportunity Team Roles](https://help.salesforce.com/s/articleView?id=sales.teamselling_customize_roles.htm&release=264.0.0&type=5 "Every opportunity team member has a role in the opportunity. To track the roles that team members fill in your company, such as account manager or sales rep, customize opportunity team roles.")