View team members assigned to an account

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • View the team members for a specific account.

    Antes de Iniciar

    Role required: One of the following roles:
    • sn_crm_foundation_admin
    • sn_crm_foundation_data_manager
    • sn_crm_account_relationship_data_manager
    • sn_crm_consumer_relationship_data_manager
    • sn_crm_consumer_data_manager
    • sn_crm_account_data_manager
    • sn_customerservice_agent
    • sn_customerservice_manager
    • admin

    Procedimento

    1. Navigate to All > Customer Service > Customer > Accounts or Partners.
    2. Select an account.
    3. Select the Account Team Members related list.
      This list displays the employees who have been assigned to the team as well as their responsibilities.