Account Team | Collaborative Workgroup for Salesforce Administrators

Account Team

Prev Question Next Question

Question

Account team is a set of users that normally work together on _________?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E.

A.

An account team is a group of users who work together on accounts. In Salesforce, accounts represent companies, organizations, or individuals with whom your organization does business. An account team is a group of users that can work together on a particular account to collaborate, share information, and manage the account.

The account team can include users with different roles and access levels. For example, a sales representative, an account manager, and a support agent might all be part of an account team. Each user on the account team has a specific role, such as account owner, account manager, or sales representative. These roles determine the level of access that each user has to the account and its related records, such as contacts, opportunities, and cases.

By default, account teams have access to the account and its related records, such as contacts, opportunities, and cases. However, you can also configure account teams to have access to specific account-related records, such as opportunities or cases. This allows team members to work collaboratively and share information about the account and its related records.

In summary, account teams are a group of users who work together on accounts to collaborate, share information, and manage the account and its related records, such as contacts, opportunities, and cases.