This is to create and maintain teams for their accounts to facilitate collaboration.
Account Teams help multiple users to better collaborate on accounts by defining a role for each team member, setting record-level access individually, and viewing teams in list views and reports. Users may prepare default account teams for speedy setup of new accounts.
Setup | Account Team Settings | Click Enable Account Teams | Select the account page layouts where you want to include the Account Team Member related list | Save
Once you have enabled, select the page layouts that should include the account teams related list. It won’t appear on any pages it isn’t added to. The account teams related list will be added as the last related list on the selected pages. Select Add to users' customized related lists to include the account teams related lists for users who have created personalized page layouts.
Comments
Post a Comment