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Riikka Laitala
assign an account team
Trailhead instructions go:
Assign an Account Team
On the Accounts tab, select an account to view and scroll down.
On the Account Team related list, click Add.
Click the search icon to select a Salesforce user to assign to the team. If you haven’t set up any other users, the only person that you can assign to the team is yourself.
For each team member, select a level of access to the account and to opportunities and cases related to the account.
For each team member, select the team member’s role.
Click Save.
this is not working, while when scrolling down, there is no option "Action team" although I have enabled Account Teams at Setup -> Customize | Accounts | Account Teams.
I cannot finnish my Boot Camp Challenge due to this - any advise is valuable!
Assign an Account Team
On the Accounts tab, select an account to view and scroll down.
On the Account Team related list, click Add.
Click the search icon to select a Salesforce user to assign to the team. If you haven’t set up any other users, the only person that you can assign to the team is yourself.
For each team member, select a level of access to the account and to opportunities and cases related to the account.
For each team member, select the team member’s role.
Click Save.
this is not working, while when scrolling down, there is no option "Action team" although I have enabled Account Teams at Setup -> Customize | Accounts | Account Teams.
I cannot finnish my Boot Camp Challenge due to this - any advise is valuable!
After you enabled Account Teams did you complete the next step?
Select the account page layouts on which to include the new Account Team related list and click Save.
I'm facing the exact same problem.I'm using the Lightning experience for latest version but unable to setup contacts to multiple accounts.
When I open related lists, I'm unable to see Related contacts there.Please help!