Monday, March 16, 2015

Salesforce – Account Team: Team Roles.

Setup > Customize > Accounts > Account Teams > Team Roles

Team Role Picklist Values: You can create new, edit, reorder, replace, printable view account team role.

Account Team Role Picklist Values > New

Add one or more picklist values and each value create own line and save.

Team Role: We have added Test Sales Rep in the Account Team Roles.

Account Team Related > Add

Team Role: Test Sales Rep added to the team roles.

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