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Teams

A team is a group of users (for example, National Accounts Team, Customer Service Team, Southern Branch). A team can be designated as the owner of a record and therefore may have a security role assigned to it. (If you do not assign a security role to a team, records will not be able to be assigned to that team for ownership.) By giving a team a security role, you can establish rules about what record types a team can own.

Teams can also facilitate sharing. When a user shares a record, it is an explicit action associated with a specified user. (For example, a user shares a record with a named coworker.) In some situations, users might have to share a record with several users, and this can be laborious for the users. A feature of sharing ...