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Account team roles - retrieve and deploy
Account team roles - retrieve and deploy

Guidance on how to retrieve and deploy Account team roles using StandardValueSet metadata

Claudia McPhail avatar
Written by Claudia McPhail
Updated over a week ago

How to see Account team roles in your comparison results

You will need to include:

  • The SalesTeamRole from Standard value set metadata type

  • The AccountTeamMember from Custom object metadata type

How to find Account team roles in your comparison results

This is how the roles will appear in your Salesforce org:

The Account team roles are stored in a Standard value set called SalesTeamRole, which is used by the Custom field named AccountTeamMember.TeamMemberRole.

How to deploy Account team roles

To deploy a new role to your target (example above), select the Standard value set named SalesTeamRole in your comparison results for inclusion in your deployment package.

You may also want to check out our article on deploying Case Team Roles.

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