Default Team Members
The Default Team Members functionality enables you to specify team members for all accounts a given account owner (user) owns.
- Pick the Default Teams tab.
- Use the lookup button to select a user that owns account records.
- Use the lookup button to add team members in the Default Team Members section.
- Select the team role for each user. You can add, change, or remove the Team Role
picklist values in the Team Members object. To set up team member roles:
- In Setup, enter
Objectsin the Quick Find. Select Object Manager (or Objects in Salesforce Classic). - Select Team Member.
- Select the Team Role field.
- Add or edit any roles needed. See Editing Account Page Layouts for Roles to add the Team Member related list to your account page layouts.
- In Setup, enter
- Decide whether to apply the team you’ve configured to all accounts owned by the selected user by checking the On Save, Automatically Assigned Default Team Members checkbox.
- Click Save.
