Team Member view

Select a View on the Team Member Home page to display all Team Members meeting the criteria of the View.

In Salesforce Lightning Experience you can: 

  • Select the down chevron next to a Team Member and select: 

    • Edit to go to that Team Member's detail page so that you can change or add information.

    • Delete to delete that Team Member's record. Only use this option to correct mistakes.

    • Change Owner to search for a user to make them the Team Member record's owner.

    Screenshot: Actions available on a Team Member record

  • Select specific Team Members for further action by selecting the check box at the left of their names:

    Screenshot: Selecting multiple records in a list view for future action

  • Select all displayed Team Members by selecting the check box in the header:

    Screenshot: Selecting all records in a view

In Salesforce Classic interface you can: 

  • Select Edit for a Team Member to go to that Team Member's detail page so that you can change or add information.

  • Select Del for a Team Member to delete that Team Member's record. Only use this option to correct mistakes.

  • Select specific Team Members for further action by selecting the check box at the left of their names:

    Screenshot: Selecting users in a Team Members view in Salesforce Classic interface

  • Select all displayed Team Members by selecting the Action check box:

    Screenshot: Action checkboxes in a Team Member view in Salesforce Classic interface