Account and Opportunity Teams

Design

As a Salesforce User
I want to have the ability record the team roles on an Account
So that it's clear who is working on the Account and what their roles are

Given I am on an Account record page
When I add team members to the Account Team related list
Then I can assign team roles to each member

Build

Enable Account Teams:

1. Navigate to Setup / Feature Settings / Sales / Account / Account Teams
2. Enable Account Teams

Add the Account Team related list to the Account page layout:

1. Create a tab called Account Team and add it to main tab section

2. Add the Account Team related list to the tab 1 Add the following team roles in setup:

   • Custom Role Exampel 1
   • Custom Role Exampel 2

Note the default team roles are:

• Account Manager
• Channel Manager
• Executive Sponsor
• Lead Qualifier
• Pre-Sales Consultant
• Sales Manager
• Sales Rep

Test

Steps

Expected Results