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Elevate Your Agents with AgentExchange Solutions
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Team Contacts

Display Team Contacts To Partner Users Anywhere You Like

Overview

  • Partner users can easily reach their Account Team from any page, not only from Account Record Page.

  • Shows contact information of Account Team members: Name, Title, Phone, Email. You can replace and reorder these fields.

  • Displays information related to current (running) user's account.

Make it easier for your partners to communicate with whom they need! Our free component allows you to display contact info (name, role, email, phone) of the Account Team Members directly on the pages of your Partner Digital Experience Site (ex.community). Just place the component on the HomePage or any other pages of your partner site, whatever you like. So your partners are always aware of whom to contact in case of questions. The component can also be placed on a Salesforce Account Record Page to display more information about the account team members.

Categories

Business Needs
Sales
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

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