Salesforce: My Account Teams List View

In the previous blog, we discussed options on the Account Team and Opportunity Team when generating reports. The other option for users to know if they are part of the Account Team or Opportunity Team is from List View.

In a custom list view, you can filter account lists by the account teams in which you are a member.

When creating or editing a custom list view for accounts, select the My Account Teams filter, the same in Opportunity List view you can filter by owner My Opportunity Teams.

My Account Teams :

• I am a member of the Account Team, no matter who is the Account owner.
• This will not include of my subordinates who is member of Account Team

My Opportunity Teams:

• I am a member of the Opportunity Team, no matter who is the Opportunity owner.
• This will not include of my subordinates who is member of Opportunity Team