Account Teams for cross-territory collaboration
Key Takeaway
To show collaborators from other territories on an account record page, create a field set on the User object that lists the fields to display. Then enter the field set's API name in the "Field Set Name" property of the Account Team component.
In life sciences, sales reps, account managers, contact center agents and medical team members often work the same account from different territories. Account Teams in Life Sciences Cloud show these collaborators on the account record page, with details such as their roles, departments and contact information. You decide which user details appear by building a field set on the User object and connecting it to the Account Team component.
What an account team shows
People who work the same account are often assigned to different territories. The Account Team view on the account record page lets them share their roles, departments and contact information in one place.
For each collaborator, the view shows their assigned territory and other information, based on the fields you configure. To see more fields, a user clicks the infobubble icon.
You can set up an account team using business accounts or person accounts.