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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

Table of content

 

 

Step-By-Step

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.

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” or "All Accounts"

3- In  ListViews => Click on “Account name” eg.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 name is automatically filed in the field Account ” eg. A R WILFLEY AND SONS”

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 the "User" Field.

3- Click on buyer name. eg.Jeremy COCCO

4- Click Save 

 

 

 

 

STEP 4

I verify if I added well the buyer
 

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

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

 

 

 

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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