To allow your reps to create and maintain long-term, collaborative teams for their accounts, turn on account teams.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To turn on account teams: | Customize Application |
- From Setup, in the Quick Find box, enter Account Teams, and then select Account Teams.
- Click Enable Account Teams.
- Select the Account Teams Enabled checkbox and click Save.
- Select the account page layouts where you want to include the Account Team Member related list. You can also include the related list in page layouts that users have customized.
- Click Save.
Next, https://help.salesforce.com/s/articleView?id=sales.accountteam_customize_roles.htm&language=en_USCustomize Account Team Roles.