Accounts: Customize Account Teams to Better Support Team Selling
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.
You can also add custom buttons to the Account Team related list.
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.
The Account Team Member object is available in Process Builder.
The Account Team Member object is also available when you create a workflow rule.
Report on account teams using the UserId field on Account Team Member in a custom report type.