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Maintain Your Users’ Opportunity Teams
Add, remove, or replace multiple opportunity team members at a time. Update member roles and access.
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To update multiple opportunity team members, roles, and access in one operation: | Use Team Reassignment Wizards |
If a team member you want to remove has a split greater than 0%, first reassign the split.
- In Setup, use the Quick Find box to find Mass Reassign Opportunity Teams.
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Specify your changes by following the steps.
- Select the appropriate account access for new or changed team members. Then complete any custom fields included in the opportunity team page layout.
- To remove an opportunity’s owner from splits calculations, assign a split of 0%, or transfer the opportunity to another user.
Suppose that you remove a team member assigned to a revenue split or other opportunity split that must total 100%. The member’s percentage is transferred to the opportunity owner. - Review the number of changed records, and then click Done.
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