Overview
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In this section, you will find information about account ownership & account team in SalesforceConvergence :
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Table of content
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Step-By-Step
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Each Account has a Solvay Account Manager. The Solvay Account Manager takes care of his or her supplier's page. He or she is the buyer in charge of the Account page & content consistency. Each Account has an “Solvay Account Team” which lists all the Solvay users interacting with the account. Every buyer can subscribe himself to the Solvay Account Team, or subcribe someone else. |
Account Owner you can add someone in the account team
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
or "All Accounts"3- In ListViews => Click on
“Account name” eg.A R WILFLEY AND SONSthe supplier name. e.g.SAP SE
1Status colour Blue title Step 2
- Scroll down Go to find the related list "Solvay Account Team" and click on the button "New “
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❑ Team Member Edit : information
Account => the name is automatically filed in the field Account ” eg. E.g. A R WILFLEY AND SONSSAP SE”
1- In Type to transfer from "available" to "chosen", click on the arrow. eg. Manager
2- User => fill part of the name “Click on the magnifier at the right of and press the "Enter" key in the "User" Field.
3- Click on buyer name. eg.Jeremy Mario COCCO
4- Click Save
Status colour Blue title Step 4
I verify if I added well the buyer
- After saving, I return automatically on " Account" eg.A R WILFLEY AND SOUNDS"
. E.g. "SAP SE" - Go to the related list Scroll down to find the "Solvay Account Team“ Team“ I verify, I added well the Buyer/Manager
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