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Friday, March 18, 2016

Salesforce: My Account Teams List View

In previous blog, we discussed about option on Account Team and Opportunity Team when generate report. The other option for user to know if they are part of Account Team or Opportunity Team is from List View.

In a custom list view, you can filter account lists by the account teams in which you are a member.
When creating or editing a custom list view for accounts, select the My Account Teams filter, the same in Opportunity List view you can filter by owner My Opportunity Teams.


My Account Teams :
  • I am member of Account Team, no matter who is the Account owner.
  • This will not include of my subordinates who is member of Account Team

My Opportunity Teams:
  • I am member of Opportunity Team, no matter who is the Opportunity owner.
  • This will not include of my subordinates who is member of Opportunity Team