– Used for collaborative account management
– Used for sharing as well as reporting purposes
– Manually added to Account records
– Default Account Teams may be automatically added to a user’s accounts
– Who can add an account team?
• Owner
• Anyone above owner in role hierarchy
• Administrator
– Used for sharing as well as reporting purposes
– Manually added to Account records
– Default Account Teams may be automatically added to a user’s accounts
– Who can add an account team?
• Owner
• Anyone above owner in role hierarchy
• Administrator
Please note that Account Teams are not available for Professional Edition.
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