How to configure Security: Sales Teams

Enabling Sales Teams allows the Salespeople to quickly grant access to other who help them sell. In this example we have an Inside Sales Team comprised of a few Users. We don’t want to create a share based on a Role or a Public Group, but rather we’d like the ability for each Salesperson to add only their inside sales folks to Accounts and Opportunities (instead of everyone in the Role of Inside Sales)

First step you have to enable Account Teams found under Setup > App Setup > Customize > Accounts > Account Teams, and then check the box that says “Enable” (you only have to do this once). Now you should see the following options:

Account Team Setup

Account Team Setup

We need to add a new Team Role called “Inside Sales,” so we would click the Team Roles in the screenshot above. From there we would click the “New” button and add our new Team Role “Inside Sales.”

Add New Team Role

Add New Team Role

Now each individual Salesperson can add which Users in the Role of Inside Sales can have access to their Accounts and Opportunities. Each User in a sales role can go to Setup > Personal Setup > Personal Information. From their individual User record they can scroll down to the Default Account Teams related list and add their Inside Sales team.

Add Default Account Team

Add Sara to Account Team

Add Sara to Account Team

At the top of the screen you have the option of automatically adding the Default Sales Team to all your Accounts, or you can add them as needed. If your sales team would like to cherry pick which Accounts they want to grant access to their Inside Sales team, the User who owns the Account would simply scroll down past the Account record to the Account Team related list (which shows now on the page layout since you enabled “Account Teams”), and either use the “Add” button to one-off grant Access or they can with one click add their default Account Team by clicking the “Add Default Team” button.

Account Team Related List

Next up, special security and access privileges being the Record Owner

Back to creating a Sharing Rule to grant record access

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