Tag Archives: Salesforce.com

Working with Salesforce Account Teams

In Salesforce, Account team is a group/team of users working together on an account, making tracking of collaboration on account easier. Suppose there is a team of people working on an Application say ‘ProjectBuilder’. This team contains developers, team lead, project manager, delivery manager, Sales Manager, Executive Sponsor. Now each of the team member has a role to play. Developer is responsible for developing the application, team lead is responsible for managing the developer, project manager is responsible for planning and monitoring of the project., and the delivery manager is responsible for the timely and accurate delivery of the application, sales manager is responsible to reach the established sales target and executive sponsor is responsible to project aligned with organization’s strategy. Now the account is ProjectBuilder and developer, team lead, project manager, delivery manager. Sales Manager and Executive Sponsor are the users. To track the progress of the team of users both the internal and the partner user, Account Team concept is used.

Use of Account Team

Using Account team, we can grant access to account and their related contacts, cases and opportunities. Account team is good to use in private sharing model where users cannot see/edit other accounts. We can include any set of roles in account team and can assign a user to every role who will then be part of the account team and will be responsible for the account. We can use a member of the Account Team to:

  • Identify responsible people on an account and contact them.
  • Assign role-specific tasks on the account.
  • Using account role, send campaigns on an account team member’s behalf

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Posted in Agile, salesforce administrator, salesforce consultant, Salesforce Implementation, Salesforce.com, Team Collaboration. Tagged with , , , , , .

Evaluate Lightning Web Components In Online Playground

Salesforce has introduced an online editor to try out Lightning Web Components. Lightning Web Components is the new UI development approach that Salesforce has; this is an evolution from the current Aura framework. Salesforce is to allow both Lightning Web Components and Aura frameworks to exist side-by-side.

To not just experiment, but also evaluate design considerations playground can be used. By using the instructions here, new Lightning Web Components can also be created on the interactive code Playground editor.

Dual Listbox is a control that that just shows a bunch of values on the left-side and allows user to choose the values and move them to right-side.

Lightning Web components

Can dual listbox handle thousands of values on the left-side? Playground makes it quite easy to change the values of the values loaded.

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Posted in Salesforce, Salesforce Lightning, Salesforce.com, UI. Tagged with , , , .