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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

Table of content

 

 

Step-By-Step

Each Account has an “Account Team” which lists all the Solvay users interacting with the account. These users have a “Role” and can be from multiple GBUs and function.

STEP 1

 

Account Owner  you can  add someone in the account team

1- In Tabs => Click on  “Accounts”

2- In View Menus => Select “My Accounts”

3- In  ListViews => Click on “ Supplier name” A R WILFLEY AND SONS

 

STEP 2

1- Scroll down to find the "Solvay Account Team"  and click on the button "New “

 


 

STEP 3 

❑Team Member Edit : information


Account => the buyer name is automatically fill in this square ” A R WILFLEY AND SONS”

1- In types select "available" you want to put in "chosen" example :Manager  “Click the arrow add

2- User => fill part of the name “Click on the magnificer   at the right of the "User" Field.

3- Click on "buyer name"Jeremy COCCO

4- Click Save 

 

 

 

 

STEP 4

I verify, if I added well the buyer
 

  • After saving, I return automatically on " Account " A R WILFLEY AND SOUNDS"

  • Scroll down to find the "Solvay Account Team“ I verify, I added well the Buyer

 

 

 

Related articles   

Need help?

How to ask for assistance?

Dear SalesForce Convergence user,

For any question or issue regarding Convergence, please :


For account creation, please refer to here.

Thank you very much,

Convergence Team.

 

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