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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1answer
23 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 ...
2
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2answers
53 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 ...
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1answer
121 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 ...
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1answer
38 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"?
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2answers
39 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 ...
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1answer
27 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 ...
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0answers
32 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 ...
0
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0answers
21 views

Finding opportunities where I am part of the account team

I want to build a joint report that will show me opportunities where I am part of the account team. We are not using opportunity teams. I have built a joined report with Accounts with account teams ...
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2answers
544 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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0answers
23 views

Should I be a member of my own account team?

In Account Teams I've found that the owner can add himself to the team. Should one do that or not? I've also noted a difference between opportunity teams and account teams. In an Opportunity Team, the ...
0
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1answer
257 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
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1answer
157 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 ...
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1answer
480 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 ...
1
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1answer
298 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 ...
1
vote
1answer
444 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 ...
1
vote
1answer
90 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, ...
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0answers
28 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
0
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1answer
752 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
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1answer
33 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.
1
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1answer
295 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 ...
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1answer
834 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. ...
1
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0answers
54 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
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1answer
23 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
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1answer
1k 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 ...
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2answers
568 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
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1answer
199 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?
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2answers
780 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
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0answers
145 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 ...
2
votes
1answer
727 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
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1answer
330 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
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1answer
2k 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
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0answers
84 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
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1answer
446 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
42 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 :...
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1answer
245 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
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1answer
7k 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
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1answer
21 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
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1answer
146 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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1answer
3k 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
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1answer
1k 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
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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
244 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
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3answers
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 (...
2
votes
1answer
868 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
87 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
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1answer
1k 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
3k 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
1k 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
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2answers
543 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
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2answers
754 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'. ...