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Overview

In this section, you will find information about account ownership & account team in Salesforce:

  • Principles and business rules for account ownership
  • How the account team is managed in Salesforce
  • How to create a default account team

Account Ownership

Each Account in Salesforce must have one and only one “Account Owner”. This rule is in place differently depending if the account is a customer or a prospect:

  • For prospects, Account Owner is the creator, the sales rep who created the prospect in Salesforce
  • For existing SAP customers, Account Owner is “SAP User”, a generic name meaning the account is controlled by SAP.
 

Concerned profiles:

     ALL

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