-
How do I add a default team in Salesforce?
How do I add a default team in Salesforce?
-
1 Reply
-
Follow the steps as below to add a default team:
1. In your personal settings, go to Advanced User Details and find Default Account Team. Click Add.
2. Add coworkers, selecting each user's access to the account and to related opportunities and cases, and the user's role on the team.
3. If you want, select options for adding the team to accounts automatically. ...
4. Click Save.
Log In to reply.
Popular Salesforce Blogs
Apex Testing in Salesforce Made Simple: What You Need to Know
Hey, buddy good to see you! By the end of this one, you will be able to answer some of the questions on the basis…
Different Types of Salesforce Cloud And Their Features
The Salesforce cloud is a powerful, and comprehensive online platform designed to let companies of any size scale up and run their business easier, better,…
Salesforce Data Migration: Best Practices and Tips
Migrating data to Salesforce is a crucial step for businesses transitioning from legacy systems or consolidating multiple data sources into one powerful CRM. Done right,…
Popular Salesforce Videos
COVID-19 Impact on The Automotive Industry -Digitization With Salesforce Can be a Solution
Coronavirus is expected to create a physical contactless environment with an increased thrust on online assessment and buying of vehicles. This is a huge shift…
Salesforce User Stories in Action
Join this interactive session to understand how to write Salesforce-specific user stories, how to prioritize user stories, and learn some guidelines around story estimation. Topics:…
Salesforce CPQ from Scratch
CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario.…
