Teams

A Team groups Users who share work or responsibility. Teams can make it easier to assign work, share Views, and manage access consistently.

Use Teams for responsibility

Create a Team when people regularly work on the same type of information or process, such as Sales, Support, Finance, or Operations.

Keep Team names clear and review membership when responsibilities change.

Teams and access

A Team may be used to determine who can view or change information. The exact access rules depend on the workspace configuration. A Team does not automatically need access to every Object or Record.

Good practice

• give each Team a clear purpose;
• keep membership current;
• avoid broad access when a smaller Team is sufficient;
• check which Views and Automations are shared with the Team.