Do you work for a large company with multiple departments involved in providing service and resources to your clients? Do you work in a small business where every sale is a team effort? No matter your business’s size, you probably work with team members to provide goods and services to your clients. This can create challenges surrounding security and data cleanliness. Many companies create multiple Accounts for each business to avoid opening themselves to an open sharing model in Salesforce. Others will open the security and live with worries of the wrong people making updates to ensure proper sharing. But what if I told you that you don’t have to compromise on security or collaboration?
Salesforce has a valuable and wildly underutilized tool called Account Teams. Account Teams allow you to create groups of people who will work together on an account, granting each the permissions they need to do their jobs. Account Teams allow you to add team members and designate their roles, and by creating Default Account Teams, you can quickly add standard teams to your Accounts. If you’re not already using Account Teams, I recommend you check out Salesforce’s overview on the feature and their help doc on how to set up Account Teams. This may just change your whole Salesforce experience!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.