Salesforce Features
Default Account Teams
Time-Saving Automatic Team Assignments
- Provide consistent account coverage
- Extend sharing access to team members by default
- Automatically update existing teams as new members come on board
Default account teams greatly enhance your ability to manage your accounts using your own trusted account team. When you create new accounts or when accounts are transferred to you, your account team members can automatically be added to the account, giving your account team members the appropriate level of access to the account and all related opportunities and cases.
This feature is
available in Enterprise, and Unlimited Editions.
Training, Documentation, & Best Practices
- Release Notes (PDF)
Feature Details
- User-Defined Default Account Teams: Users maintain their own default account team members and can identify the team role of each member.
- Default Sharing-Access Levels: Default access levels automatically grant the appropriate level of access to accounts and related opportunities and cases for each team member.
- Automatically Add Default Teams: Users can choose to automatically have default account team members added to new accounts they create or accounts that are transferred to them.
- Automatically Update Existing Account Teams: Account teams on existing accounts can be automatically updated as new members are added to the default team or as members leave or change roles within the team. Updates to access levels can also be automatically updated on existing account teams.
1 Comments
January 10
I don't see where you tell me how to get to set up default account teams. Every new feature should tell me how to get to it