Salesforce1: Team Up on Accounts

Coordinate and simplify a sales team’s access to records for their accounts with account teams in Salesforce1. Account team members have increased access to the account and its related records. This feature is available in all versions of the Salesforce1 mobile app.

Tap the Account Team card to get detailed information about the team’s members, add coworkers to the team, or add the record owner’s default account team. Tap a team member’s name to change their role or adjust their access level, or remove the member from the team.

If you don’t see account teams on accounts, enable the teams you want to use in the full Salesforce site. Individual users can set up their own default account teams for accounts in their personal settings.

Account team details in Salesforce1