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
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.
|
| 