Sorry if this is a silly question, but I can't find any documentation on this anywhere online. I am trying to find out how the team that shows on a user record can be used within Salesforce? From what I can tell it is not used in reporting, so where and why is it used, please?

Thanks in advance.

  • What teams are you referring to? Account or Opportunity Teams perhaps?
    – crmprogdev
    Jun 27 '16 at 14:13
  • @crmprogdev I don't think it is Account or Opportunity team. It shows as a related list on the user record and is controlled by the manager field on the user. It defines the team as the user's manager, anyone with the same manager as the user, and anyone who has the user as their manager.
    – EllieAtWHL
    Jun 27 '16 at 14:23
  • That's a customization that your org has created specific to your hierarchy. This would be helpful in defining approval processes.
    – crmprogdev
    Jun 27 '16 at 14:44
  • @crmprogdev That's standard functionality I believe, not a customization.
    – gNerb
    Jan 10 '19 at 19:29

I don't think the team is used anywhere. I searched for APIs if I find any information about the team listed on the user profile. As per this knowledge article, we can add users to the list by adding them as a manager. So, the list I think is only for representational purpose. The list contains,

1) Users we share the manager with(Colleagues)  
2) Users we are managing to

Hope this helps!

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