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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.

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2 answers
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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, ...
Alex Arman's user avatar
1 vote
1 answer
757 views

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. ...
Mehedi's user avatar
  • 409
0 votes
0 answers
458 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 (...
MarkB's user avatar
  • 37
0 votes
1 answer
727 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) ...
ieatallthechips's user avatar
-1 votes
1 answer
88 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 !...
pangloss's user avatar
1 vote
0 answers
154 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?
Karthika Kp's user avatar
0 votes
1 answer
154 views

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 ...
Nagendra Singh's user avatar
2 votes
0 answers
938 views

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).
Rahul Allada's user avatar
1 vote
0 answers
199 views

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 ...
Chirag Verma's user avatar
0 votes
1 answer
646 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 ...
Zico's user avatar
  • 3
2 votes
2 answers
390 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 ...
Cline's user avatar
  • 143
0 votes
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 ...
Cline's user avatar
  • 143
0 votes
1 answer
226 views

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"?
Cline's user avatar
  • 143
0 votes
2 answers
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 ...
Cline's user avatar
  • 143
0 votes
1 answer
185 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 ...
Cline's user avatar
  • 143
0 votes
0 answers
154 views

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 ...
mmccl267's user avatar
1 vote
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?
gunjan daspa's user avatar
0 votes
1 answer
561 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 ...
Tiffany Zappulla's user avatar
1 vote
1 answer
1k views

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 ...
jameskbw's user avatar
2 votes
1 answer
2k views

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 ...
Dan Kowalski's user avatar
1 vote
1 answer
741 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 ...
Jeff Freeman's user avatar
1 vote
1 answer
1k views

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 ...
maria's user avatar
  • 51
1 vote
1 answer
387 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, ...
Dan Watkoski's user avatar
0 votes
0 answers
62 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
Aishwary's user avatar
0 votes
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 ...
Patrick Shea's user avatar
0 votes
1 answer
46 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.
Jerry Welliver's user avatar
1 vote
1 answer
815 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 ...
krigi's user avatar
  • 2,236
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. ...
salesforce Developer's user avatar
1 vote
0 answers
145 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 ...
shartshooter's user avatar
0 votes
1 answer
77 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 ...
Josh's user avatar
  • 440
3 votes
1 answer
4k 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 ...
Josh's user avatar
  • 440
0 votes
2 answers
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 ...
Josh's user avatar
  • 440
0 votes
2 answers
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?
Student's user avatar
  • 565
1 vote
2 answers
2k 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 ...
Venky's user avatar
  • 634
3 votes
0 answers
271 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 ...
user56559's user avatar
2 votes
1 answer
1k 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 ...
Sanjana's user avatar
  • 41
1 vote
1 answer
750 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 ...
Sharma_raj's user avatar
1 vote
0 answers
291 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 ...
byadav's user avatar
  • 431
0 votes
1 answer
570 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 ...
Alarmed_Win's user avatar
1 vote
1 answer
52 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 :...
Tejender Mohan's user avatar
0 votes
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 ...
Andrii Muzychuk's user avatar
1 vote
1 answer
13k 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. ...
Samuel Robert's user avatar
0 votes
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 ...
Cory Dee's user avatar
  • 101
0 votes
1 answer
388 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 ...
Amitabh Basu's user avatar
5 votes
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 ...
Santanu Boral's user avatar
0 votes
1 answer
2k 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 ...
user avatar
1 vote
0 answers
28 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 ...
SF Learner's user avatar
  • 1,037
4 votes
1 answer
403 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....
topher-j's user avatar
  • 165
0 votes
3 answers
3k 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 (...
Abhik Dey's user avatar
  • 357
2 votes
1 answer
2k 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. ...
sfdcdev's user avatar
  • 389