The next concept we are going to talk about is a gun teams.
So what does a gun team team means.
A team of people working on an account.
Ask them bless that soul.
In real time business Toms let me explain this.
Say for example you are a business you are running a business and you work with multiple accounts or
multiple companies right.
They are purchasing your products.
Say for example.
So when a new account or even on existing accounts when it is added to your business what do you do.
You gathered contact information.
You add all those contacts and sales force.
You create opportunities you work on existing opportunities and then there will be cases that will be
cases that you are working on related to that.
All right.
So there are so many stuff going on around the net called the contacts opportunities icons cases everything
that assortment is stuff going on related to that account.
So how do you handle all these.
So for this purpose since it was just created this concept of icon teams meaning a group of people working
on a particular account say for example like sometimes there is an account owner and there are multiple
other people as well.
So for an account your business model may define like every account should have an account head and
an account executive and some team members all right.
But this business model may vary from business to business but this is just an example.
So whenever an icon gets created or at least to four major accounts or big accounts they may one this
model of having the account team members.
All right.
So for facilitating this we have this concept of team vision and we can add multiple people as part
of the team.
So when we say that multiple people are working in an account is it even possible to work on an account
without having visibility to that account record.
Obviously not all right.
I am a part of a team which works on a particular account but I don't do have the ability for that account.
Does that even make sense.
Absolutely not.
So I call team when you are a part of Dokken team by default you get at least real visibility to that
account.
That makes sense right.
At least I should be able to read that account and Salesforce.
So account team impacts visibility by being a part of the apple theme.
I automatically get at least a read access you can get more access depending upon the settings but I
please to read access.
I get to the account and just not about the account.
It's also about the opportunities contacts and cases.
But for these three objects the opportunities contacts and cases we get optional visibility that again
depends on these settings.
It is not mandatory to get any visibility for the three objects.
Basically these objects are directly connected to the account object by a master detailed relationship.
So Salesforce is configured only for these three objects.
The opportunities contacts and cases but the visibility is optional and that depends on the security
settings how you set it up there.
All right.
So now let's go to Salesforce.
Let's see how to set this account team and how it impacts the usability go to sales force.
First of all let's go to one account.
Go to any account consider the account.
Do you see a team anywhere.
No we do not see account team anywhere right.
Why.
Because icon team feature is not enabling and it is not enabled by default.
You need to enable that feature for you if you want to use that functionality.
So how do you use that.
So go for accounts you can pretty quick search it here.
All right under icons you have the various options out here and there you see icon teams so go for icon
teams and you'll see that it is not enabled because the link for enabling it is active.
So for you to enabling icon teams click on this link to enable that and here gives the pretty cool definition
of what icon team is.
So go through that in a book account teams all right and able the fact OK and it depends on what our
layout you want that to be for the time being I'm selecting all the layouts out here.
Awesome.
So we have enabled the accounting feature perfect.
And you know the introductory thing we discussed about the various rules that are hold by the team members.
Right.
Because say for example five people are working on a nut called among that one person is that a cone
head.
And the other person is the executive maybe the other three are the icon team members.
And that again that depends on the business how they name it.
These are the default team rules that are present here and you can very much update these rules.
You can rename them or delete them.
You know I just don't believe you can customize that.
Absolutely no problem at all.
You can reorder them.
Yes and you may not have like these many rules.
It is just the icon pad that code executive the team member maybe only three rules in your org will
affect no problem.
You can absolutely modify those ask for your requirements so I can just show one thing real quick so
instead of Account Manager I'm going to rename it as icon head.
All right I'm just like doing this just to show you that we can edit that and you can also add some
chart colors.
Yeah.
So I compared right.
So these is pretty much customizable.
You can do that.
Absolutely no problem at all.
So this is about creating editing and deleting a team rules.
There are also a couple of other options out there that just replacing team rules.
So say for example if you want to replace a team rule from the old team rule and you are redefining
your team role is in your business.
So in that case go for this option of replacing team rules.
And you can give what does the current value and what do you want to change it to perfect.
Then also look for disabling a complete.
So that is an option for that also.
All right.
So now that we have explored all these options let's go to our calls and see how we can use that feature.
So now I'm going to the icon detail page and here now you'll see this related list galas icon team.
Previously it was not.
And now we see this.
Awesome.
So now what we're going to do is we are going to add icon team members.
All right.
This account currently has got only the account owner.
Nobody else is working on this account but not in real time in business.
There are other people who are working on this account.
So how do we add them using this concept of a team so add.
And here you need to add a team member.
So here we have only two uses another developer addition animating User 2.
And here you have options.
The read only option are the read write option.
And this option does not come by default.
This depends on the order beauty setting off the account object.
So let's quickly go and check the older beauty setting of our goals.
Then I see the older beauty setting off icons is set to private.
All right.
What is the meaning of private private meaning.
I have no access to those records but depending on the old hierarchical sharing settings or manually
sharing we may get access but assets all the beauty sitting alone if we consider that private meaning
I do not have access to those records.
Right.
But what does a concept of icon team member which I said earlier being a part of the icon team automatically
gives you at least read access to the accounts.
So that is the reason you do not see any option off private here.
You see read only Audrey right.
So being a part of the Echo theme can only enhance the visibility that is already given and all the
beauty.
All right.
Say for example now the order beauty setting off on this rewrite public read right.
So what does the meaning awful order beauty setting us public read right.
It means I have full access to all those records class right to read.
I did delete I have full access to all those records.
That is a meaning off public read right in order.
Beauty.
So in that scenario then the order beauty is set the public read right here you will have only the read
right option.
You will not have the read only option because we know there is nothing that is more restrictive than
all the beauty the other nuts it is take a security setting features that we have in Salesforce like
code sharing settings or that old hierarchy can only open the visibility that is given by order beauty
but not to restrict it more.
All right.
Similarly our code team also can only open up the visibility that is given by order beauty but not of
restricted more.
All right.
So the icon to all the beauty is private.
That is the reason we are having these two options.
If the court order beauty is public reach right we will have only the read right option here.
All right.
So does being private.
It is up to us to set the access here.
So let me set it to read right.
All right.
But that is only for a cause for opportunities cases because the optional access in fact here we also
have contacts.
But let me check the sharing settings of contacts or get contact is controlled by parent.
So that is the reason we are not having contact here.
But in case the order beauty setting off contact is different.
Like you know if it does like private dot if it is public read only or public route right then you will
have context as well here.
So icon team provides at least a read access to the accounts and option access to contacts opportunities
and cases that are related to the company.
That is very important to its related opportunities.
Context in case this so here let me set to do.
Read Only and read only.
And here we need to define the team roles.
The team rules we know how to set up the team rules.
So how do we have basically set it up there.
We get it here.
So let me say the account of the Channel Manager and safe.
Awesome.
So now that we have one icon team member here for this account let me also add another user the one
other member that we have in this developer edition is just me.
So let me add myself as the faculty member and I know that there's a young team member that I'm adding
I'm also the account owner so I don't own or can also be the account team members and the access part
I'm saying a read write access and let me just keep it private.
And here let me say the Channel Manager safe.
Awesome.
I have added this second account team member asked for it.
So this account has got a phone team and there are two account team members.
OK.
So now here in this a related list we are.
We have two our own team members.
And if you want to see the access level what you do is click on display access button that is here that
will display the access that these icon team members have got on this account.
And it is a related opportunity and cases.
Now comes the fun part.
See here it says team members can have higher access levels than what is granted to them in this team.
So this is actually the interesting part of doing this and wants to admin course because we are just
not moving the functionality we are understanding the concepts in depth.
So every single wanting every single message We need to pay attention to that and learn it as much as
possible.
So what he had what it means is team members can have higher access levels what it means is that we
know that our code team provides visibility.
That's that's the baseline and outcome being a part of the action team at least.
Grunts You read access on the account and optional access on the related opportunities contacts some
cases.
So that is the baseline.
And while adding myself that is our Dorner here.
The access that we gave for opportunity and case was private.
All right.
Faxes that we gave us private.
And here it says full access why it says full access because I am a system administrator that is the
reason I'm getting full access.
So what it means is I coached team provides visibility.
Yes provides access to records but that doesn't mean that I have only that access that is given by the
team.
There are other security controls and sales force which may give me more access than what is given by
the team.
All right.
So though the access level to the opportunity and the key as I said to the private eye being a system
administrator I have more access to those opportunities and cases.
All right.
So we provide visibility as part of the action team.
But there may be other security controls which may give us more visibility possibly now.
And that is pretty optional looking or there is a possibility that they may not to give them get more
security controls through other means.
That is also possible.
All right so they may get or they may not get.
So that is why there is a wanting team members can have higher access levels than what is granted to
them in the.
Say for example here user to use it to is currently having full access to accounts and a read write
access to opportunity and read write access to cases.
So what I'm going to do now is I'm going to change the profile of user to as system administrator.
All right.
I'm going to change the profile to the system administrator and after changing that I'm willing to come
and check here if all the access is changed to full access so I am in the user detailed page of this
particular pro user user tool.
And let me change the profile to system administrator for effect.
No user tool is also less system administrator.
Now let me come here refreshed this account.
And now you see that it has got changed to full access right.
Wife relaxes because used to being a systems administrator user 2 has got full access but system administrator
is absolutely not the only way to get more access.
Right.
But all hierarchy may play a role sharing settings there may be a sharing setting that is giving user
to more access than it is a given in that county impossible.
People may share records through manual sharing.
Possible people may have.
He may be a part of the public group and he is getting more access to that possible right.
So there are other means of getting more access as well.
That is the interesting part that we need to know here.
So if you click on edit in edit you'll still see this for case access is only read only.
Right.
But what do you see here.
Full access.
All right.
So go team provides access.
But team members can also get higher levels of access than what's granted to them in the steam effect.
So this is about getting access to the account and it's related opportunity.
Cases and contacts through account teams.
All right.
So the other a concept that we are going to talk about is a default team.
So what does this concept of defaulting.
So first let's understand the functional concept of that.
That is a default thing.
Say for example in my company I am that on Ted and I have three other upcoming team members.
Our account executives working with me.
All right.
So V for office we work on all the accounts together.
So whatever accounts that I am responsible for all four of us work together.
So that is a model that we have.
All right.
So.
So today a new account B.
We are getting a new account and I'm responsible for that for that account.
So vanilla I am responsible for any account I pull in all the three guys as well.
So all four of us work together.
So those three guys are always part of my team.
So in those scenarios we can have this concept of our team.
So a disorderly default team.
So this default team is defined at the user level.
So at my level.
So what I have to do this in force we need to go to the respective user.
So here let me go to my settings.
So all these settings are specific to me right.
So in that go for personal and navigate through the advanced user details.
Yeah.
Do you have to default on team right.
Do you see this.
And there are no accounting message out in here.
So what you can do is you can add a color team here.
So say for example I'm just adding user to and you know you can define the default axis.
All right.
So just the default.
Okay.
So because I have only one other use that I have added that.
But yeah you can very much add other team icon team members aspect.
So now this icon team is specific to me.
It is specific to Archana as a user.
All right.
So now what we're going to do is go to any specific account.
All right.
Say for example this awesome account.
All right.
And here if you see there is no icon team as such.
So either you can go here and add all that going team members whoever you want to add that does possibly
but for ease of doing that they have the default team and we have already defined our default team.
So you can just click this button and that does the job and now you the default team you have use it
too and use it was added and you can click here and you can do Dax as if you want.
All right.
So having defaulting is more off easily doing those dusk and the other feature I would like to show
here is the default icon team.
So what here here is where like you idea icon teams.
And here you can mention automatically add my default icon team to outcomes that they create or icons
that are transferred to me.
So every time I create an account automatically add those team members to my account.
So if you check the checkbox that is going to happen and update the icon teams off existing icons.
So that is also possible.
So those icon team members will be added for all your existing icons as well.
So if you want that yes you can do that as well.
So save and now let me quickly go create a new account.
So let me say test.
All right.
And this account is created and you have the team.
So even without clicking this default team because you have those settings set up the account and the
default team is getting added in your account team.
So this is all about icons and icon teams.