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?
> What is an account team?
> How can I configure the utilization of an account team to manage roles in Saleforce?
More Opti-Time Help...
Consult Opti-Time Help to find out how to:
- Install Opti-Time for Salesforce in a Sandbox environment
- Install an Opti-Time for Salesforce update
- Define account constraints