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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 a new report, use the Account with Account Teams report type.


The difference with the standard Account report type, this report type has 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 a child object of Account, so if there are multiple Account Team for an Account, it will show as multiple rows for each Account Team in Tabular report.

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

Account report type:

Account Team report type:

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

Here are the users in the role hierarchy and we'll log in 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 these 2 accounts.

For Account Team report type
** This is exactly the same Accounts, it is just Firing Air has 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 the 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, plus
- Accounts where you or your subordinates in the role hierarchy are on the Account Team

** This report will skip Account with Account Team, where the Account owner is 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 the 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, this looks from My Inc perspective with the Account Team. 


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




ReferenceAccount and Contact Reports



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