Accounts: Customize Account Teams to Better Support Team Selling

Team selling involves complex account relationships. Now you can manage those relationships better in Salesforce. Collect more information by adding custom fields, buttons, and links to account team layouts. Use validation rules, Apex triggers, Process Builder, and workflow rules with account teams to help keep data clean and minimize manual data entry. You can now report on account teams, too.

Where: This change applies to Lightning Experience, Salesforce Classic, and the new Salesforce mobile app in Enterprise, Performance, Unlimited, and Developer editions.

How: Use custom fields, buttons, and links on the Account Team Member page and the Add Account Team Members multiline editor. For example, facilitate account management over time by adding the start and end dates of each team member’s involvement.Account Team Member page with custom fields Start Date and End DateAdd Account Team Members multiline editor including columns for custom fields Start Date and End Date

You can also add custom buttons to the Account Team related list.Account Team related list with custom button, labeled Account Hierarchy

In Lightning Experience, validation rules and Apex triggers are applied when users create or edit a single account team member or multiple team members, remove all members of a team, or add a default account team. In Salesforce Classic, validation rules and Apex triggers are bypassed.

The Object Manager now includes Account Team Member so that you can add custom buttons, links, and fields to the account team member layout.Account Team Member in the Object Manager

The Account Team Member object is available in Process Builder.Process Builder showing Account Team Member in the Object dropdown menu

The Account Team Member object is also available when you create a workflow rule.Step 1 in creating a workflow rule, with the object Account Team Member selected

Report on account teams using the UserId field on Account Team Member in a custom report type.