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Brian Selwa
Account Team will not display on Account Record
I am stuck on Understand Account and Contact Relationships
Challenge Not yet complete... here's what's wrong:
The 'Account Manager' contact role for 'Acme Corporation' could not be found or it is not set to the current user. Please also make sure you've enabled Account Teams and have added yourself to the Account Team.
I just came to understand that I was confusing Related Contacts with Account Team. I have enabled Account Teams, but the field will not display on the Acme Corporation record.
Help!
Challenge Not yet complete... here's what's wrong:
The 'Account Manager' contact role for 'Acme Corporation' could not be found or it is not set to the current user. Please also make sure you've enabled Account Teams and have added yourself to the Account Team.
I just came to understand that I was confusing Related Contacts with Account Team. I have enabled Account Teams, but the field will not display on the Acme Corporation record.
Help!
1) https://developer.salesforce.com/forums/?id=906F0000000MIMhIAO
2) https://developer.salesforce.com/forums/?id=9060G000000Xdq2QAC
You may need to enable Account Teams first in Setup and add it to the Page Layout on the Account record
1. Make sure you have the Account Manager contact role created (Can confirm in Setup -> Customize -> Accounts -> Contact Roles on Accounts)
2. Make sure that you add yourself to the Account Team for the Washington Industries account
3. Make sure that you have assigned yourself the Account Manager role
All Answers
1) https://developer.salesforce.com/forums/?id=906F0000000MIMhIAO
2) https://developer.salesforce.com/forums/?id=9060G000000Xdq2QAC
You may need to enable Account Teams first in Setup and add it to the Page Layout on the Account record
1. Make sure you have the Account Manager contact role created (Can confirm in Setup -> Customize -> Accounts -> Contact Roles on Accounts)
2. Make sure that you add yourself to the Account Team for the Washington Industries account
3. Make sure that you have assigned yourself the Account Manager role
Thank you for responding to my question.
I had enabled Account Teams and added it to several Account Layout templates but not the exact Account Layout template.
After adding it to the correct Page Layout template, it was easily updated
The hair pulling is over.
Thank you,
Brian