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How do I add a default team in Salesforce?
How do I add a default team in Salesforce?
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1 Reply
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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.
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