Stack Exchange Network

Stack Exchange network consists of 175 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

Questions tagged [account-teams]

This tag is for questions on the account team feature that makes it easy to track collaboration on accounts. Account owners can set up a default account team that includes the people they normally work with on their accounts. They can choose to automatically add this default account team to all their accounts. In a custom list view, a user can filter account lists by the account teams in which they are a member.

1
vote
0answers
13 views

Getting AccountTeamMember with Edit on OpportunityAccessLevel when OWD are Read Only

We're using apex to dynamically add/remove users to Account teams which seems to be working fine but we're noticing that users added are only getting Read access to Opportunities after being added to ...
0
votes
1answer
11 views

Removing AccountTeamMember permissions

If I remove an AccountTeamMember from an Account via Apex code by doing a delete operation, will this also remove their permissions on the account? Or will I also need to remove any corresponding ...
2
votes
1answer
27 views

Querying default account team member on user. How can I query the default account team member?

I have some users that have a default account team on them with one team member who is another user. How can I query this user? I thought these users were UserTeamMembers but just doing Select Id ...
0
votes
2answers
26 views

How can I use a SOQL query to get the number of AccountTeamMembers on an account?

I can write something like this to give me the AccountTeamMembers on all accounts select Id, (SELECT Id, AccountId FROM AccountTeamMembers) From Account but I don't know how to just get the count of ...
0
votes
0answers
9 views

How can I manage that both members off the account team can create events in the account

I have two responsible persons for one region.. I added both in the account team but only one is able to create events and activity reports.. How can I manage that both of them can create events in ...
0
votes
1answer
18 views

Can customer community license user be added in Account Teams

I cannot locate my customer community user in the account team, hence unable to assign the user to the team. Can we not add community users to Account team? Is there any work around?
1
vote
2answers
40 views

User unable to edit created Contract

OWD for Account and Contract is Public Read-Only. As we know that Account and Contract have Master-Detail relationship. Whenever a user creates Contract record the owner of the record is being ...
3
votes
0answers
37 views

How to give access to edit Default Account Team member to other roles not in the hierarchy

I want to give access to users who have roles assigned to them and want them to edit the default team member of the other user who are not in his hierarchy. I have also checked that user can see the ...
0
votes
0answers
22 views

account team with different access levels

I have created one trigger on Account to add user in account team. But its creating 2 records with different Rowcause in Share object with different access levels. Account team record is with default ...
1
vote
1answer
198 views

Account team and sharing query

I am facing one issue while creating event on account. Its showing Insufficient Access Error on Account. The user is in account team with full acess on account. But still i am getting the error with ...
1
vote
1answer
73 views

Create Approval Process on Account Team

Is there anyway to create an approval process on Account Team. So that the account team members will be requested through an approval process and their mangers can approve them so that they can be ...
0
votes
1answer
554 views

How to create a report getting “Account with Contacts and Account Team Members” information in it

I want to create a report in which it should be retrieving the account team members with his/her related accounts and contacts. I tried custom report type and joined reports. But couldn't get the ...
1
vote
0answers
20 views

Account Team - Contact access doesn't list 'Read' in picklist

Users in my org, who are in top of the hierarchy are trying to give 'Read' access on contacts of an account, however they don't get the 'Read' LOV in the picklist 'Contact Access'. As an ...
0
votes
1answer
282 views

Count of Account Team members trigger on Account object

I am relatively new to coding in apex and have what appears to be an easy task, but am reading lots of mixed ideology on whether or not it can be done. I am trying to create a field on the Account ...
1
vote
1answer
36 views

How to create record of a non-existing object of Org?

I am writing a code where I have to create an AccountTeamMember Record if the AccountTeamMember object exists on Org. To check the existence of AccountTeamMember object I have used the following code :...
0
votes
1answer
97 views

Auto assign Account Teams (without trigger)

I'm investigating what I can do with Account Teams in SF. I don't see any automated way to setup what user is assigned to a what type of Account in what Account Team. Except to write a trigger. What ...
1
vote
1answer
2k views

How to fix field is not writeable error

Hi I have written an Apex trigger to add the Opportunity owner name to Account team Member if the opportunity probability is equals to 50%. However Iam getting errror called Field is not Writeable. ...
0
votes
1answer
20 views

Privileges Based On Custom Field

On accounts, we have custom fields for Sales Rep, and Secondary Sales Rep. How can we restrict access to read/write an account ONLY to users who match the strings in these fields? Are there any ways ...
0
votes
1answer
86 views

Can Account Team member with ReadOnly Account Access be made Account Owner

I have created an Account Team member with readonly Account access. When I login as the team member I am able to change the account owner however as expected I am not able to edit the the other fields ...
4
votes
1answer
1k views

Account Team configuration- What Opportunity or Case Access Private means?

At the time of defining Account Team, I can see Opportunity and Case Access can be defined as Private, Read Only, Read Write. If user has access to the Account then user could automatically have ...
0
votes
1answer
446 views

Can Customer Community Plus users be added to account teams?

When I try to add a user to an account team, only users with full Salesforce licenses show. Are users with Customer Community Plus licenses allowed to be added to account teams? If so, what could be ...
1
vote
0answers
26 views

What changes occur in Account Teams

I am quite new to Teams concept of sharing in SF and still learning. What will happen if one of the Account's members access is changed after it is added to the default Account Team? Does it change ...
4
votes
1answer
156 views

Auto Follow / Unfollow Account when user added / removed from Account Team

I would like to have any users added to an Account's Account Team follow that Account in Chatter. Similarly, I would like that user to unfollow the Account if they are removed from the Account Team....
0
votes
3answers
2k views

Account Team Member Updates

My requirement is to update the account field when any account team member is added to it. the below trigger invoke only when I made some changes in the account. trigger AccountTeam on Account (...
2
votes
1answer
120 views

Changing Account Ownership via Apex [closed]

Is it possible to have the account team recalculated automatically whenever the owner is changed via Apex? I.e. remove the account team of the old owner and add the account team of the new owner. ...
3
votes
1answer
66 views

Identify Accounts WITHOUT Specific TeamMemberRole?

For an output project using S-Docs I need to be able run a soql to identify when an Account does NOT have a TeamMemberRole of "Vice President of Sales" (anti-join) which will output a "Sales VP: N/A" ...
0
votes
1answer
273 views

Lookup Field in Flows does not give the exact Name of user

My Requirement is I have to create a custom button which allows certain users to add Account Key Member in Account Related list. I am trying to achieve this requirement by creating visual flows.As per ...
1
vote
1answer
1k views

How to change the Access Permission of Account Team Member

I had added the team members via UI in Account Related List "Account Team". Is there a way to change the access permission of the Team Member. Check the below image for reference. Using an existing ...
1
vote
0answers
668 views

Flow Lookup - Account Team Member

Cant see what I am doing wrong here - I have a flow that is supposed to be looking up to the Account Team Member Object - I am passing the the AccountID and TeamMemberRole - the flow never finds a ...
2
votes
2answers
288 views

How to Create a Nested List view in Lightning?

Actually I am trying to Create a list view in Lightning which will show me list of accounts and associated Account Team members under them. How can I do it ?
0
votes
2answers
483 views

Account team - 'Invalid cross reference id' when trying to add a member to the account team

We are currently experimenting some issues when we try to assign a user to an account team as a non-admin profile. The error the end user gets is : 'insufficient access rights on cross-reference id'. ...
1
vote
1answer
109 views

Is there an easy way to sync the Default Account Team of an User to all accounts he owns by APEX?

I'm trying to keep the Account Team defined on a user (UserAccountTeamMember) in-sync to all the account this user owns (AccountTeamMember). It starts usually in-sync when a user creates a new ...
1
vote
0answers
66 views

Sharing Contracts with Account Teams

I currently use my sharing settings to hide "deactivated" accounts - so I set them to private and only show the accounts where my deactivated flag = false. Since sharing settings have contracts ...
1
vote
1answer
201 views

Is it possible to remove “Case Access” column from Account Team Member add page?

I want to remove "Case Access" column from Account Team Member add page (Kindly find the screenshot). Please help on this. Thanks.
0
votes
1answer
475 views

Transfer Account Owner, Keep Account Team

I want to retain the Account Team whenever the OwnerId changes, as per this post. After we make the checkbox named "Keep Account Team" to be true, we can change the ownership of accounts while ...
1
vote
1answer
65 views

Question on Security setup Accounts/Opportunities. Users read access to Account prevent from creating Opportuntiies?

I thought I had a pretty good handle on security in SF. Have received a requirement that I can't seem to meet with no code. Basically OWD - Accounts, Contacts and Opportunities are all Private. ...
0
votes
1answer
419 views

Mass reassign / upsert account team member

Is there any possibility that we can mass "Upsert" account team member? We have sales reps changing from different accounts, so how do we change assignments for all sales reps as an account team ...
0
votes
1answer
132 views

Capturing AccountTeamMembers on Account Object

I want to populate AccountTeamMember names related to particular account on account object field. As Trigger is not allowed on AccountTeam or AccountTeamMember i think of writing a batch class to ...
1
vote
1answer
111 views

How can I know the account team members of my parent account?

Sharing settings for Accounts: Private, with grant access using hierarchies As the owner, or in the account team, of an account, I wouldn't mind knowing who are the team members of my parent ...
1
vote
1answer
65 views

How do I link AccountTeamMembers to Contact objects?

I’m using SalesForce v 33.0 and I am trying to write a single query that, given a number of account ids, can identify the team members (their first name, last name, and email) whose roles are ...
0
votes
1answer
445 views

How to set Account Team Owner?

I need to write custom change owner functionality. I have a checkbox Keep Account Team - Transfers all account team members on the account to the new owner. How to create this functionality? There is ...
2
votes
1answer
428 views

Inform Account Team when new Opportunity added to account

I want to be able to somehow inform the Account Team when a new opportunity is added. I don't mind if I do that by sending an email, or posting to chatter - what is the best option? Tia.
1
vote
1answer
54 views

Salesforce owner and different sharing options for integration scenarios

If we have an account from SAP system, this account don't have an owner, then we insert this account into salesforce the owner will be the default owner(current operation user). In the next day, maybe ...
2
votes
1answer
2k views

Account Team Member lost when Account Owner changes

Not sure if this is a valid question. But, somehow, my understanding is that when the Account's owner is updated, the Account Team Members are lost and not preserved. I was planning some work around ...
1
vote
2answers
1k views

AddAccountTeamMember : System.LimitException: Too many DML rows: 10001

Error AddAccountTeamMember: System.LimitException: Too many DML rows: 10001 Code public class AccountTeamMemberExample{ public static void accountTeamAssignInsert(List<Account> newList){...
1
vote
1answer
192 views

Automate Account Teams based on lookup field

I have custom lookup fields to the user object for various members of our overlay teams, ex. sales engineer. Can someone help with a trigger to add this user to the account team when the field is ...
1
vote
0answers
229 views

My Team's accounts

We are right now moving all Accounts in our org under one user 1.e, there will just be one unique Account owner for all accounts and all those sales executives who want to work on an account will have ...
0
votes
1answer
254 views

Add AccountTeamMember and TeamMemberRole when Account Request Object is Converted

Good evening, I have been at the office since 0700 this morning and it is now 2309. I have the majority of all of the trigger and everything situated for my new custom object except for this last ...
1
vote
1answer
1k views

What is an Account Team?

I can't understand what an account team means. Please help me by explaining it. I would appreciate it even if you just send references. thank you.
1
vote
0answers
593 views

Account Team Access functionality

I have a question on Account access setting while adding Account Team. I have Account sharing rule that provides Read-Write access to a Role (R1). User U1 is with Role R1 U1 logs and can see the ...