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I have to add account team as a related list to account . Page layout for account is not editable i suppose. I have enabled account team but i am not able to see it on account page layout How do I do that? Please help

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1- Create a look up field on Account Team(in case of custom object) referencing to Account, if not done already. This will create a look up relationship between Account & Account Team. 2- Open any Account Record and click on edit layout. Here, at the top you will see a palette, click on related lists. Drag that related lists to the layout and hit Save.

| improve this answer | |
  • how do i add a new button to the account team related list – Rujuta Mokashi Oct 14 '15 at 9:53
  • Unfortunately, this is not possible – DB-sfdc Oct 14 '15 at 10:07
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Actually, I think what you're looking for is this:

  1. From Setup menu, go to Build -> Customize -> Accounts -> Account Teams
  2. On the 'Account Team Setup' page, click "Enable Account Teams"
  3. Click the checkbox next to "Account Teams Enabled"
  4. On the 'Page Layout Selection' page, click the checkbox next to each existing page layout that you want Account Teams to display on.
  5. Click "Save".

(It sounds like what you are missing is Step 4)

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If you are using VF page then you can use the following tag:

If not , Then Click Add in the Default Account Team related list. Select users to add as members of your default account team. Select the access levels that each member should have on the accounts you own and the contacts, opportunities, and cases related to those accounts.

Thanks, Vipul

| improve this answer | |
  • how do i add a new button to the account team related list – Rujuta Mokashi Oct 14 '15 at 9:50
  • You need to click on add button in the related list for adding the Team members. – Vipul Goel Oct 14 '15 at 9:53
  • no i have to edit the page layout for account team by adding a new custom button however the list is not customizable – Rujuta Mokashi Oct 14 '15 at 9:57
  • There is no page layout for the Account Team . I don't think so you can modify the layout of Account Team and add any new Customized button. – Vipul Goel Oct 14 '15 at 10:03
  • It's impossible, Please post an Idea over IdeaExchange. – Vipul Goel Oct 14 '15 at 10:10
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  1. Open the Account Record.
  2. Edit Layout.
  3. Choose Related List
  4. Drag the Account Team to the Related List page Layout section.

Please mark this answer as best answer if you are able to do it.

| improve this answer | |
  • how do i add a new button to the account team related list – Rujuta Mokashi Oct 14 '15 at 9:53
  • You need to click on add button in the related list for adding the Team members. – Vipul Goel Oct 14 '15 at 9:57

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