-
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
Setting SSO between Salesforce and Okta’s Custom Application using SAML 2.0 protocol
1. SSO(Single Sign On between Okta as Identity Provider and Salesforce as Service Provider) Steps to setup SSO between Salesforce and Okta:- Log in to…
Public Groups in Salesforce - The Complete Developer Guide
A public group can be defined as a collection of individual users, other groups, individual roles, and/or roles with their subordinates that all have a…
MuleSoft Composer for Salesforce
MuleSoft Composer for Salesforce is the fastest and easiest way for non-developers to connect third-party applications and data to Salesforce using clicks, not code. No more…
Popular Salesforce Videos
Before Delete Trigger in Salesforce Flows - Winter '21 update
In this video, I'm talking about one of the new features of the Salesforce Winter '21 flow builder i.e is before delete trigger. Watch and…
Why Salesforce is a Good Entrepreneurial Opportunity for Veterans
Are you a military veteran or military spouse? Have you dreamed of having your own business? This video is for you! This video covers an…
Product Rule Vs Price Rule Salesforce CPQ
Product Rule CPQ product rules help ensure sales reps are putting together the right products and bundles every single time. You don’t have to worry…
