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Delivered in Winter 20
Delivered in Winter 20

Customizable Sales Teams and Account Teams

Accounts & Contacts

It would be very helpful if we could add custom fields to account teams and opportunity/sales teams and to control their page layout. I'd really like to add a picklist or two and also formula fields displaying information such as "is the team member active?" or "What's his/her department, title and email address?".

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Latest Comment from Salesforce

  • Karen Otuteye - 10 months ago

    Great news! We've heard you loud and clear on this popular IdeaExchange idea, and we've delivered new customization options for Account Teams in Winter '20. Since customizable Opportunity (Sales) Teams were available in a previous release, this idea has now been fully delivered. Lightning ONLY For more details, have a look at the release note topic below: https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/rn_sales_feature_core_accounts.htm
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