how to set up my team in salesforce

Set Up Account Teams.

• Click the App Launcher and select Sales.
• Click the Accounts tab.
• From the List Views picklist, select All Accounts.
• Click Edge Communications.
• In the Account Team related list, click Add Default Team.
• Look at the Account Team related list again to make sure the team was added.

Full Answer

How do I set up account teams in Salesforce?

In this step, you’ll set up account teams to give sales reps, engineers, customer support reps, and consulting reps access to the opportunities and cases related to accounts that they are working on. Enable account teams. From Setup, enter Account Teams in the Quick Find box, and select Account Teams. Click Enable Account Teams.

What's new in Salesforce for Microsoft Teams?

Add Salesforce Records as Custom Tabs in Microsoft Teams Channels... Enable User Control of Email Notifications for Tasks in Salesforce... Enable Recurring Tasks in Lightning Experience and the Salesforce... Supported File Types for Lightning Email Attachments in Packaging... Social Accounts, Contacts, and Leads: What’s Different or Not...

How do I add a team to my account?

Click your user icon/picture (in the upper right of the screen), then click Settings. On the left sidebar, click Advanced User Details. In the Default Account Team related list, click Add. Use the search function button to select the team members. Click Save. Add the default team to one of your accounts.

How do I set up edge communications in Salesforce?

Add the default team to one of your accounts. Click the App Launcher and select Sales. Click the Accounts tab. From the List Views picklist, select All Accounts. Click Edge Communications.

How do I create a team in Salesforce lightning?

0:003:49How to Create Opportunity Teams - YouTubeYouTubeStart of suggested clipEnd of suggested clipThank you for joining this quick how-to screencast brought to you by salesforce. Support to see moreMoreThank you for joining this quick how-to screencast brought to you by salesforce. Support to see more content like this hit subscribe all right let's talk about opportunity teams i'm going to show you

How do I set a default team in Salesforce?

Set Up a Default Opportunity TeamIn your personal settings, go to Advanced User Details and find Default Opportunity Team. Click Add.Add coworkers, selecting each user's access to the opportunity and role on the team.If you want, select options for adding the team to open opportunities automatically. ... Click Save.

How do I add people to my team in Salesforce?

Add a user in the related list "Team" on the user detail page, as there is no New/Add Button to add users....In Lightning:Click the gear icon > Setup > Users > Users.Click on Edit besides the User's Name.Select the name of a user in Manager lookup field.Click on Save.

How do teams work in Salesforce?

Account Teams work in combination with Sharing Rules, Org-Wide Defaults (OWD) and other sharing. They can only add access, not reduce access. You can use Process Builder/Flows to populate custom fields on the Account Team Member object from the User Record (such as Email, Phone).

How do you create a team account?

Sign up for Teams if you don't have a Microsoft accountOpen the Teams app.Tap Sign up for free.Select the type of account you want to sign up with: Personal - To connect with friends and family. Business - To coordinate with colleagues in your small business. ... Follow the instructions to create your Microsoft account.

How do I set a team as my default account?

Set Up a Default Account TeamIn your personal settings, go to Advanced User Details and find Default Account Team. ... Add coworkers, selecting each user's access to the account and to related opportunities and cases, and the user's role on the team.More items...

What is an account team?

An account team is the group responsible for identifying customer needs, linking supplier solutions to those needs, providing the voice of the customer to the supplier organization and managing the customer relationship.

What is sales team in Salesforce?

With this intelligence, sales teams can focus on the most important opportunities and forecast revenue more accurately. Collaborative Forecasts. Forecast sales from your opportunity pipeline. Enterprise Territory Management. Use Enterprise Territory Management to manage and maintain your company's sales territories.

Which three access levels can be set on the account team member?

What are the three access level options that can be set for the Account Team Member? (Choose three.)Account = Private.Contact = Controlled by Parent.Opportunity = Private.Case = Private.

How do I edit my team in Salesforce?

To edit information about a team member, go to the user's detail page. Changes that you make to an account team don't affect your default account team or the teams on your other accounts. Add your default account team—users you normally work with on accounts.

What is account team and opportunity team in Salesforce?

Opportunity teams influence record-level security on the opportunity. Account teams influence record-level security on the account, related opportunities, and related cases. Custom fields can be added to the opportunity team object; custom fields cannot be added to the account team object.

Follow Along with Trail Together

Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.

Introduction

Selling is a collaborative activity at AW Computing. In addition to sales reps, customer support reps are also involved with customer accounts, and therefore need access to corresponding opportunities, cases, and contacts.

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