Using Account Teams for Improved Sales Collaboration

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When Account Teams are enabled and used for an Account in Salesforce, two possible outcomes are:

A. Rep A can let rep B edit all Opportunities on the Account: Enabling Account Teams allows sales reps to collaborate and share access to an Account and its related records, such as Opportunities. In this case, Sales rep A can grant Sales rep B the permission to edit all Opportunities associated with the Account. This means that Sales rep B will be able to make changes to the Opportunity records, update their details, and collaborate with Sales rep A on those Opportunities.

B. Rep A can let rep B view the Account but keep private Contacts: Enabling Account Teams also allows sales reps to control access to specific records within the Account. In this scenario, Sales rep A can choose to grant Sales rep B view access to the Account, which means that Sales rep B can see the Account details and related information. However, Sales rep A can still keep the Contacts associated with the Account private, limiting Sales rep B's access to those records. This ensures that Sales rep A maintains control over the Contacts while still allowing Sales rep B to view and collaborate on the Account as a whole.

To summarize, when Account Teams are enabled and used for an Account:

• Sales rep A can grant Sales rep B the ability to edit all Opportunities on the Account, promoting collaboration and shared responsibility.
• Sales rep A can provide Sales rep B with view access to the Account while keeping the Contacts associated with the Account private, allowing Sales rep B to see the overall Account details while maintaining privacy for specific records.