Track Your Account Teams in Salesforce - dummies

Track Your Account Teams in Salesforce

By Tom Wong, Liz Kao, Matt Kaufman

The Account Owner field in Salesforce may identify the primary person in charge, but often you need to know who to go to for a specific purpose, or maybe the account owner is just out sick. Account teams lets you list all the individuals at your company who work with an account and detail their specific role.

If you’re fortunate enough to work with large companies, you probably know that it takes a team of people to win complex deals and maintain large accounts. To give credit to your team and make sure that others know who to call, go to an account record and follow these steps:

  1. Scroll down to the Account Team related list or click the Account Team hover link at the top of the page.

    If you don’t see the Account Team related list, have your administrator activate the feature in Setup.

  2. Click the Add button to add up to five team members.

    The New Account Team Members page appears, as shown.


  3. Use the Team Member lookups to select fellow users of Salesforce who work on this account.

    You can always go back and add more later.

  4. Optionally, specify the sharing access you want to give for this account, its opportunities, and its cases.

  5. Select the appropriate role in the Team Role drop-down list.

  6. Click Save.

    You will be returned to the account record’s detail page with your account team listed.