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.
92 questions
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Recover team account members
I changed the account owners from the inspector, and it turns out that I lost the team members of all accounts. Is there any way to recover that information? In this article: Account Team Member lost ...
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1
answer
80
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Update Case Owner based on Account Team Member [closed]
I am trying to create a Salesforce flow that will update the case owner to an Account Team member based on that account team member's role.
The flow should trigger when:
when the case is created
...
0
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2
answers
243
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Dataload the Default Account Team box of "Automatically add my default account team to accounts that I create or accounts that are transferred to me"
Is there a way to user dataloader to check this box for a large list of users? I have checked all of these objects, but cannot find where this checkbox value is stored: User, UserAccountTeamMember, ...
1
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1
answer
1k
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What is the best way to preserve Account Team Members on Bulk Owner Changes on Account?
Users can preserve Account Team Members while changing records from the UI. However, during mass owner change via Dataloader on the Account Object, there is no option to keep the Account Team Members.
...
- 419
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0
answers
603
views
Unable to merge Accounts due to Account Team Members
A user tries to merge two duplicate accounts and is getting the insufficient permissions error.
The user has delete permission on accounts, opps and contacts.
Both accounts are owned by the same user (...
- 37
0
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1
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801
views
Using Collection Filter to then be used in Delete Action (flow)
I'm building a Record Triggered - After Save flow.
In the flow I have a GET element that is
gathering all AccountTeamMember records with a specific Account Id. (getCurrentAccountTeamMembers)
...
-1
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1
answer
100
views
Salesforce SOQL Query Error on custom relationship
I plugged in the query below:
SELECT Id, UserId,User.Name,Account.Name,TeamMemberRole,LastModifiedDate
FROM AccountTeamMember
WHERE TeamMemberRole = 'Customer Success Manager'
AND Account.CSM__r.Name !...
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1
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0
answers
168
views
How to display accounts of a user in which he is a account team member in alookup field?
I have a custom lookup field which is related to account. I want to select only the accounts that I am a team member of. Those accounts have to be shown how to give this filter?
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1
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188
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What happens when an Account Team Member is removed and they are also Case Owners of the account?
Scenario:
Account A has Account Team Member ATM1, ATM2, ATM3. (Account Access Level (Read/Write), Case Access Level (Read/Write)).
Now ATM2 created a case on the Account A, so by default he becomes ...
- 9,118
2
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0
answers
1k
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How to keep account team members without deleting when changing the owner on Account?
How do i check the "Keep account team members" option always? Or is there any way to achieve this through code or API(s).
- 507
1
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0
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240
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How does OpportunityAccessLevel field behave on Account Team Member object?
I have a situation where the User(say User-A) which is the owner for Account and associated Opportunity record but still unable to select 'Read/Write' access in OpportunityAccessLevel field when ...
- 750
0
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1
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690
views
Lookup Fields based on Sales Team Roles
Do you know if possible to identify those in specific team roles via a lookup on an object?
Specifically, I would like to show what Team Role the user has that a record has been assigned to on a list ...
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2
votes
2
answers
431
views
How can I select "AccountTeamMember" in the Summarized Object in create field?
I'm trying the create a Roll Up Summary Field that use the TeamMemberRole, but I can't see the name of the Object in the options (see the pic).
Somebody told me that I have to create a field type ...
- 163
0
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1
answer
2k
views
How can I get a User's field in Account Team Member? [closed]
I have a field in "Account Team Member" called "MemberEnrollment__c" that have to get the value of "Enrollment__c" (field in "User")
How can I do it? I've tried ...
- 163
0
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1
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239
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How to change the default value of OpportunityAcess in Account Team Member?
When I want to add a member, "Opportunity Access" is automatically filled like "Private".
How can I change it and filled automatically like "Read Only"?
- 163
0
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2
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3k
views
UserId in formula field
I want to insert UserId of the SObject AccountTeamMember in a formula field, but I'm not able to put this field...
How can I do it?
We can see in the pic that I don't have the option to put UserId in ...
- 163
0
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1
answer
195
views
How can I put another Object in the Opportunity validation rule?
I'm trying to allow only the Account's Owner and Account Team Members "001" to create opportunities.
But I'm getting "The AccountTeamMember field does not exist".
How can I solve ...
- 163
0
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0
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164
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Account Teams limit record access
I want to use Account Teams to assign Partners to customer's Accounts/Opps/Cases so they can access the records in Partner Community. I can easily grant them Read or Read/Write to these objects this ...
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1
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2
answers
3k
views
Can i add custom field on Add account team page
Is it possible to add a custom field on Account Team?
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1
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583
views
Fast Create in Flow Doesn't Find Any Records
I am still new to flows but I tried to re-create a flow listed here which would automatically add an account team member in a specific role to a case team. I know the issue isn't with my Process ...
1
vote
1
answer
1k
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Block removal of account team members on owner change via UI
I know this question has been asked before, but there has been nothing recent since the recent Winter 20 Account Team enhancements - Customize Account Teams to Enhance Team Selling
I recently created ...
- 105
2
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1
answer
2k
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Account/Opportunity Team Member trigger not working for default account/opportunity team creation
I'm trying to create a trigger that fires and updates the Account/Opportunity Team Members when they are created using the Default Account/Opportunity Teams. However, my trigger does not seem to fire ...
- 676
1
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1
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831
views
Enable Account Teams in scratch org definition file
Is there a way to enable Account Teams in a scratch org definition file? I know I can manually enable it in a scratch org via Setup, but in order to create an unlocked package version that contains ...
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1
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1
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1k
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To achieve same functionality as that of account teams in custom object
I want to achieve the same functionality as that of account team in project(Custom object) using trigger . For this I have made a new custom object as projectteam and added lookup of user as well as ...
- 51
1
vote
1
answer
497
views
Master-Detail Relationship causing problems with creating Related Records
We have a custom object to log our Activities with Customers. Until very recently, it had a lookup to that account. To better serve our reporting needs, I changed that lookup to a master-detail. Now, ...
- 63
0
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0
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67
views
Only Account Team members should be visible in user selection while creating Opportunity Team Member based on custom picklist field value on Account
If Picklist value of Field A on Account Object is "Secured"
Only ATMs should be visible in User lookup field (on OTM Object) while creating OTMs
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0
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1
answer
2k
views
Keep Account Team when Updating Account Owner even if "Keep Account Team" is not selected
I am brand new to triggers and am trying to accomplish a few things here since you cannot default the "Keep Account Team" checkbox on.
Whether the "Keep Account Team" checkbox is selected or not, I ...
0
votes
1
answer
47
views
Programmatic access to Account Teams
Can I manage account teams via code? I have looked for the objects that hold the data but no success. We currently have no account teams setup, and we would like to manage them through automations.
- 251
1
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1
answer
874
views
Prevent Account Team modification by Users
We maintain Account Teams programmatically based on an external system. Accordingly, we need to remove User ability to manually modify Account Teams for their Accounts.
But we cannot Trigger on ...
- 2,246
0
votes
1
answer
3k
views
Account owner not able to add Account Team
I'm facing a issue where an Account Owner is not able to add Account Team Member.
He is able to see all the users but still after clicking Add Team Member button, option to select user is not visible.
...
- 3,392
1
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0
answers
155
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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 ...
- 337
0
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1
answer
97
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 ...
- 440
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1
answer
5k
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 ...
- 440
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2
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2k
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 ...
- 440
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2
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1k
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?
- 565
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2
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3k
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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 ...
- 634
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0
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287
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 ...
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2
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1
answer
1k
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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 ...
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1
answer
805
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 ...
- 382
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0
answers
321
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 ...
- 431
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1
answer
591
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 ...
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1
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1
answer
56
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
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1
answer
340
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 ...
- 2,492
1
vote
1
answer
14k
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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.
...
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1
answer
26
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 ...
- 101
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1
answer
410
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 ...
5
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1
answer
4k
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 ...
- 36.2k
0
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1
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2k
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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 ...
user45068
1
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0
answers
28
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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 ...
- 1,037
4
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1
answer
427
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....
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