Overview
In this section, you will find information about account ownership & account team in Salesforce:
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Concerned profiles:
ALL
Table of content
Step By Step
Ownership | ||
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Business & Solution RulesAccount OwnerEach 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 customers, Account Owner is “Admin User”, a generic name meaning the account is controlled by SAP. Consequences: -After conversion, the Account Owner becomes an Account Team member with “Read/Write” access. -As a consequence, he will only be able to add people with “Read” access in the account team
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Account Visibility
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Account team | ||
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Business & Solution Rules
-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. Account team roles: -Account Manager SAP -Customer Service Representative SAP -Account Manager -Key Account Manager -Customer Service Representative -Sales Support -Business Development -Technical Service -Product Manager -Marketing |  | |
Business rules & Interface for customers: •An interface is set up from SAP to Salesforce in order to update the Account Teams in Salesforce •Users synchronized from SAP will be added to the account team, and will receive one of these 2 roles: •“Account manager (SAP)” •“Customer Service Representatives (SAP)” •In case the user is already in the Account Team, he will remain in the account team and his/her role will be updated in Salesforce to reflect SAP interface •Users that would be in the Salesforce account team and not in SAP won’t be updated by the interface
| Business rules for prospects: •For prospects, it is the Account Owner who is in charge to add or remove in the “account team” the account managers from other BUs/BGUs, and define their rights (with “Read/Write” or only “Read” Account Access). Each member of the account team with “Read/Write” access on the Account can add other members in the account team. Each Account team member, now, has "Read/write" access => New in Winter 17' Release
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Now, if you would like to be added to a specific Account Team or to manage your already set upped role on an Account, you can click on the "Manage My Account Role" button on an Account page and choose an action ("Modify my role" or 'Remove me from the team").
=> New in Winter 17' Release |  | |
On customer accounts, GBU Data Steward keeps the possibility to add users in the account team with read/write access |  | |
Update the Account TeamThe account team identifies the ones interacting with an account. It allows to quickly find his accounts by using the “My account” list view. | ||
| As Account Owner of a prospect account, you can add add someone in the account team. To do so, hoover on Account Team, and click “Add” |  | |
Identify the team member to be added, and assign him a “team role” •In the below example, we add Pedro with Read/Write accesses for account and opportunity, while only Private Access to the Case. •Roles requires one of the following options:  |  | |
Create my default account team | ||
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Default your account teamIf you are working with the same team on some accounts, you may setup your “default account team”. This will save you some time! |  | |
Change Account OwnerThe account owner is by definition the account manager from the GBU with the largest share of sales. There are two types of Account Owner | ||
For a Prospect (Non SAP Account) the Owner is the User who have created the Account If you are the owner, but need to transfer the account ownership of your prospect, click on “Change” |  | |
Search for the adequate account owner, tick the checkbox on “Keep Account Team” and click on Save.
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| For SAP Accounts, after the Account has been converted, the Owner is always a generic Admin User |  | |