Every opportunity team member has a role in the opportunity, such as account manager or
sales rep. To track the roles that team members fill in your company, customize opportunity team
roles.
Required Editions
Available in: Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and
Developer Editions
User Permissions Needed
To set up team roles:
Customize Application
Warning
Leave the role of Opportunity Owner unchanged. It's required for opportunity
splits
When an opportunity is created, Salesforce automatically assigns the owner of the
opportunity to the Opportunity Owner. If the opportunity owner changes later, Salesforce
retains the original owner on the opportunity team with that same role to preserve
historical split-allocation data and keep credit and revenue splits accurate.
Opportunity teams share roles with account teams. If you remove an opportunity team role,
that role is no longer listed as an account team role.
To edit team roles, first enable opportunity teams.
In Setup, use the Quick Find box to find Team Roles.
Edit the picklist values for team roles to follow your business process.
Save your changes.
To update a changed picklist value globally, in Setup, use the Quick Find box to find
Replace Team Role.
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