Account Teams might be utilized for what?
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A. B. C. D.AB.
Account Teams in Salesforce are a way to collaborate on sales opportunities and customer accounts with colleagues who are not the primary owner of the account. Account Teams provide a way to share the responsibility for an account among a group of people, and can help to ensure that all team members have access to the same information, regardless of who initially created the record.
The Account Team feature in Salesforce allows you to assign team members to an account, and specify their role and access level. The roles include Account Manager, Sales Rep, and Sales Support, among others. The access levels include Read Only, Edit, and Full Access, and these determine what team members can do with the account record.
Account Teams might be utilized for several purposes, including:
A. Sharing: Account Teams can be used to share account information with other team members who need access to the information. This can include sharing information about contacts, opportunities, and other related records.
B. Reporting: Account Teams can also be used to generate reports that show the activity of each team member, as well as the overall activity of the team.
C. Private Sharing Model: Account Teams can be used to implement a private sharing model for accounts. This means that only team members can see and edit the account record, rather than making it visible to everyone in the organization.
D. Activities: Account Teams can also be used to manage activities related to an account, such as tasks, events, and email messages. Team members can be assigned tasks and events, and can collaborate on email messages related to the account.
Overall, Account Teams provide a way to collaborate on accounts and opportunities, and can help to ensure that everyone on the team has access to the same information. This can be particularly useful in large organizations where there are multiple people involved in the sales process, or where there are multiple departments involved in servicing the same customer account.