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TheCustomCloudTheCustomCloud 

Accounts Teams or Groups as Account Record Owner?

My client wants to organize their accounts into teams for reporting purpose.  The accounts are wide open (everyone can see, create etc) so they do not teams for sharing.  They do need to manage the teams a bit (ex. adding and removing team members done by managers).

 

What would you suggest I use? 

 

 

Thank you.

sanjdevsanjdev

Hi,

 

Please make sharing setiing for Account as Private, so that owner of that particular account record or the team member can only report on that account.

 

Since Manager will be above the hierarchy he/she can reassign the team member as well as update the account owner.

 

Cheers

Sanj