AccountTeamMembers
Defines members of account teams and their respective roles, facilitating collaboration, visibility, and accountability in account planning and execution.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the account team member record, used internally by the system to reference this specific entry. |
| Account Team Member Type | String | True |
Specifies the type of the account team member record, such as standard team member, collaborator, or other classifications defined by the object type. |
| Global ID | String | True |
System-generated global identifier used to uniquely identify the account team member across all Vault environments and integrations. |
| Link | String | False |
System-managed reference URL or internal link that connects to the full record within the Veeva Vault platform. |
| ID2 | String | True |
Human-readable name or label associated with the account team member record, often used in UIs and search results. |
| Status | String | False |
Indicates the current operational status of the account team member entry, such as Active, Inactive, or Pending Approval. |
| Created By | String | True |
User who originally created the account team member record in the system. |
| Created Date | Datetime | True |
Timestamp marking when the account team member record was first created in the Vault. |
| Last Modified By | String | True |
User who most recently updated or modified the account team member record. |
| Last Modified Date | Datetime | True |
Date and time of the last recorded update to the account team member record. |
| Access | String | False |
Defines the level of access or permissions granted to the account team member, such as read-only, edit, or full control. |
| External ID | String | False |
Optional external identifier used to map the Vault record to an external system, such as a Customer Relationship Management (CRM) or legacy data source. |
| Mobile ID | String | False |
Identifier used for referencing the record in mobile or offline scenarios, supporting synchronization with mobile applications. |
| Role | String | False |
Specifies the assigned role of the team member within the account team, such as Key Account Manager, Medical Lead, or Sales Rep. |
| Team Member Name | String | False |
Full name of the team member associated with the account, used for display and reporting purposes. |
| Account Plan | String | False |
Reference to the account plan the team member is associated with, providing strategic context for their involvement. |
| Team Member | String | False |
Reference field linking to the user or person entity that this team member represents in the Vault system. |
| Owner | String | False |
Identifier for the user or group that owns the account team member record and is responsible for managing it. |
| Legacy CRM Id | String | False |
Identifier carried over from a previous Customer Relationship Management(CRM) system to ensure historical continuity and data migration alignment. |