Monday, March 16, 2015

Salesforce – Enable Account Teams

Accounts teams are the teams with user who work together on accounts.

Setup > Customize > Accounts > Account Teams

Enable Account Teams

Enable > Account Teams > Save

Select page layout for which you want to add Account Team Related List.

Account Team enabled. You can Team Roles, Replace Team Roles and Disable account Teams. When the Account Team Role is disabled then related list from all page layouts will be removed.

Account Team related list added to the account page layout.

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