Creating Team Members

Salesforce has standard features that allow multiple users to collaborate on an account, opportunity, or case.

TEAM	DESCRIPTION
Account Teams	You can add multiple users to an account team so they can collaborate to manage customer accounts. An account team might include an account manager, dedicated support agent, etc.
Case Teams	You can add multiple users to a case team so that they can collaborate to resolve cases. A case team might include an account manager, support agent, project manager, etc.
Opportunity Teams	You can add multiple users to an opportunity team so they can collaborate to close deals. An opportunity team might include an account manager, business development rep, solution engineer, etc.

Kubaru can automatically add users to teams when records are assigned.

Add To Account Teams

You must enable Account Teams in Salesforce before you can use this feature.

Follow these steps to enable the creation of Account Team members when records are assigned:

1. Create a new router for an object that supports account teams (e.g., Accounts, Cases, Opportunities) or edit an existing one.
2. Scroll to Additional Settings and click Team Membership.
3. Enable the Add To Account Team toggle.
4. Select the Account Team Role you want to grant the assigned user. See Account team roles for information on how to customize roles.
5. Select the Access Level you want to grant the assigned user for accounts, contacts, opportunities, and cases.
6. (Optional) Check Overwrite Existing if you want to overwrite any existing team member. Otherwise, the team member will not be created if one already exists.
7. Click Save.

Keep Account Teams

Salesforce removes account team members when an account owner changes unless the “Keep account team” option is selected.

By default, Kubaru has “Keep account teams” enabled to ensure team members are preserved when changing the owner. You can follow these steps to disable this behavior if needed:

1. Expand the Admin tab in the navigation menu and click Settings.
2. Click Object Settings.
3. Select the Account object.
4. Scroll to the Advanced section and uncheck Keep Account Teams.
5. Click Save.

Note: Inactive users are always removed from account teams, regardless of whether Keep Account Teams is enabled.

Add To Case Teams

You must configure one or more Case Team Roles in Salesforce before you can use this feature.

Follow these steps to enable the creation of Case Team members when records are assigned:

1. Create a new case router or edit an existing one.
2. Scroll to Additional Settings and click Team Membership.
3. Enable the Add To Case Team toggle.
4. Select the Case Team Role you want to grant the assigned user. See Case team roles for information on how to customize roles.
5. (Optional) Check Overwrite Existing if you want to overwrite any existing team member. Otherwise, the team member will not be created if one already exists.
6. Click Save.

Add To Opportunity Teams

You must enable Team Selling in Salesforce before you can use this feature.

Follow these steps to enable the creation of Opportunity Team members when records are assigned:

1. Create a new opportunity router or edit an existing one.
2. Scroll to Additional Settings and click Team Membership.
3. Enable the Add To Opportunity Team toggle.
4. Select the Opportunity Team Role you want to grant the assigned user. See Opportunity team roles for information on how to customize roles.
5. Select the Opportunity Access Level you want to grant the assigned user.
6. (Optional) Check Overwrite Existing if you want to overwrite any existing team member. Otherwise, the team member will not be created if one already exists.
7. Click Save.

Things to keep in mind

In the case of Rule-Based Routers that assign records to multiple people, only the main assignee will be added as a team member.

Team member access levels must be greater than or equal to those defined in your organization-wide default sharing settings (OWD) for a given object. If OWD is subsequently increased so as to exceed your team member settings, the access level set in the router will automatically increase with it.

Team members will not be created when records are assigned to queues. 

The assignment logs will display any team members that were created in the Team Members Added column.