Account team roles
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 Standard value set

  • The AccountTeamMember Custom object

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 AccountTeamMember.TeamMemberRole.

How to deploy Account team roles

To deploy a new role to your target (example above), select the Standard value set 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.

Did this answer your question?