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            Use Reports to Track and Maintain Opportunity Teams

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            Use Reports to Track and Maintain Opportunity Teams

            Track opportunity team progress by creating reports and using filters. Update team member information by exporting report data and using Data Loader.

            Required Editions

            Available in: Lightning Experience and Salesforce Classic
            Available in: in Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create, edit, and delete reports in private folders: Create and Customize Reports
            To create, edit, and delete reports in public and private folders:

            Report Builder

            OR

            Report Builder (Lightning Experience)
            1. Create a report of type Opportunities with Opportunity Teams.
            2. The report preview includes the Opportunity Owner field. To use the report to view or update information on other team members, add the UserId field.
              The report includes all users with a UserId value on the Opportunity Team Member object. Each user has a UserId value for each team.
            3. Save and run the report.
            4. Filter the report.
              1. To track your teams’ progress, filter the report by the opportunity teams that you’re a member of.
              2. To update information for a team member across opportunity teams, use a filter and Data Loader. For example, let’s say that Jessica Adams left your company, so you want to remove her from all opportunity teams. Filter the report by Jessica Adams, and find all the UserId values for the teams she’s a member of. Export the report data and update it as needed, and then configure Data Loader to update records with those UserId values.

            See Also

             
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