View team members assigned to an account
View the team members for a specific account.
Before you begin
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
Procedure
Navigate to All > Customer Service > Customer > Accounts or Partners.
Select an account.
Select the Account Team Members related list.
This list displays the employees who have been assigned to the team as well as their responsibilities.