View team members assigned to an account

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • View the team members for a specific account.

    Avant de commencer

    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

    Procédure

    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.