What are roles, and how are they used?

Basic principles

Roles and account teams allow you to manage the hierarchy levels in Salesforce. In Opti-Time for Salesforce, they are also used to create more accurate geoscheduling programmes because the geoscheduling parameters can be configured for each account team.


> How can I define a role in Salesforce?

Salesforce Help article on the notion of the role

> What is an account team?

Salesforce Help article on the notion of an account team

> How can I configure the utilization of an account team to manage roles in Saleforce?

Salesforce Help article about configuring account teams


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