The Account Team lets you:
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Assign specific roles (e.g., Account Owner, Sales Engineer, Customer Success Manager)
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Define individual access levels (Read/Read-Write) to that Account
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Improve collaboration, visibility, and accountability on complex accounts
🧩 Key Components
Component | Description |
---|---|
Team Members | Internal users added to the Account |
Team Roles | Custom roles like CSM, Sales Rep, etc. |
Access Levels | Read / Read-Write access to Account, Contacts, Opportunities, etc. |
Default Account Team | Users can set up a default team for auto-assignment when creating new Accounts |
Opportunity Team (separate) | Similar feature specific to Opportunities |
🛠️ Use Cases
🔹 1. Enterprise Sales / Healthcare Accounts
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Example: For a hospital network (Account), you might have:
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Account Executive (Owner)
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Solutions Architect
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Implementation Consultant
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Customer Success Manager
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🔹 2. Customer Success or Support Management
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Ensure everyone involved in client care has the right visibility and edit rights.
🔹 3. Compliance and Visibility
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Prevents unnecessary access while ensuring the right users can collaborate on key accounts.
⚙️ How to Enable Account Teams
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Go to Setup → Search “Account Teams”
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Click Enable Account Teams
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Configure:
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Available Roles
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Default access settings
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Add the Account Team Related List on Account page layout
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Let users configure their Default Account Team (from their personal settings)
🧱 Access Settings Per Team Member
Object | Permissions You Can Assign |
---|---|
Account | Read or Read/Write |
Contact | Read or Read/Write |
Opportunity | Private, Read, Read/Write |
Case | Private, Read, Read/Write |
📌 Tips
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Use reports and dashboards to see who’s on which account team
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Use automation (Flows or Apex) to add team members based on criteria
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Combine with Territory Management for more advanced sharing logic
🧠Real-World Example (Health Cloud Context)
For a large hospital (Account), your Account Team might include:
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Sales Rep: Owns commercial relationship
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Clinical Advisor: Understands workflows, consults during pre-sales
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Implementation Lead: Sets up Health Cloud instance
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Support Manager: Handles ongoing issues post-go-live
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