Salesforce Advanced Administrator Certification Guide

Account teams

An account team groups a number of users that work together to manage a given account record.

To enable account teams, click on Setup | Feature Settings | Sales | Account Teams. You'll see a new related list on the account object that lists all the team members.

Each member has a given role (that is, a picklist of the account team objects):

By doing this, you can set up any role you need for your business.

Team roles are informational values and don't have anything to do with role hierarchy sharing.

From the account team related list, you can click on the Add Team Members button to add account team members:

To add members, ...