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What are Account Teams in Salesforce | How to add Account Team Members in Salesforce

In this video, I have explained Account Teams in Salesforce.

Account team is basically a concept which is used to assign our executives / employees / users to our account records.

In this video I have explained:

1. What are Account Teams in Salesforce?

2. What is the significance of Account Teams in Salesforce?

3. What is the architecture of Account Teams in Salesforce?

4. How to add Account teams in Salesforce?

5. How and where to add Default Account Teams in Salesforce?

6. How to enable account team members in Salesforce?

7. How to add account team roles?

Hope you enjoy and get educated by this video.

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Информация о видео
20 ноября 2018 г. 20:47:54
00:11:33
Яндекс.Метрика