Pages

Tuesday, March 1, 2016

Salesforce: Account Team Report

If you would like to report on Account Team in Salesforce, there is a Report Type provided by Salesforce. When you create new report, look for Account with Account Teams report type.


The difference with standard Account report type, this report type have information of Account Team Name (which is user name) and Team Role, but it must have Account Team, otherwise the Account will be not in the report generated.

Account Team is child object of Account, so if there are multiple Account Team for an Account, it will show as multiple row for each Account Team in Tabular report.

In Account report type, there are 4 options (not include All), while for Account Team report type, there are 5 options to show (not include All).

Account report type:

Account Team report type:

We'll discuss result for each options below, before that let's use following org chart for this blog:

Here is the users in role hierarchy and we'll login as Maria Ann:
  • Jack Bob - CEO
  • Maria Ann - General Manager
  • Linda Yie - Supervisor 1
  • Free Man - Staff 1
  • Song Lee - Staff 4

My accounts: ONLY accounts you OWNED.

For Account report type

For Account Team report type
** My Inc is the only account owned by Maria Ann with Account Team, it shown as 3 rows because of there are 3 Account Team (user) for that Account.


My accounts team's accounts: ONLY accounts where you are on the Account Team.

For Account report type
** Maria Ann is the Account Team in this 2 accounts.

For Account Team report type
** this is exactly the same Accounts, it is just Firing Air have 2 user in Account Team


My accounts team and my accounts: Accounts you OWNED & accounts where you are on the Account Team.

For Account report type
** this is combination of My accounts + My accounts team's accounts for Account report type

For Account Team report type
** this is combination of My accounts + My accounts team's accounts for Account Team report type


My team's accounts: Accounts you OWNED & accounts owned by all of your subordinates in the role hierarchy.

For Account report type
** this is all accounts owned by Maria Ann and her subordinates.

For Account Team report type
** this is all accounts owned by Maria Ann and her subordinates with Account Team

Compare the same report run by Jack Bob - the CEO.
** Account owned by Jack Bob not in the report when run by Maria Ann


Additional for Account Team report type, there is an option called My team's accounts team and their accounts:
- Accounts you OWNED & accounts owned by all of your subordinates in the role hierarchy, or
- Accounts where you or your subordinates in the role hierarchy are on the Account Team

** this report will skip Account with Account Team, where Account owner are in the higher role hierarchy of running user, or all Account Team are in the higher role hierarchy of running user

Compare to the same report run by Free Man - Staff 1
** Big Corp and Firing Air is not here because neither owner and Account Team owned by Free Man (and his subordinates - none in this case). My Inc will show 3x although only 1 Free Man there, but this is look from My Inc perspective with the Account Team. 


Notes: when Territory Management is enabled, for report type = Account, you will have additional option to show:
- My territories' accounts
- My territories' team accounts




ReferenceAccount and Contact Reports