Considerations and Guidelines for Using Opportunity Teams

Opportunity Teams in List Views

When you create or edit a custom list view for opportunities, the available filters include the following.

• My opportunity teams: This filter shows opportunity teams that you belong to, whether owned by you or others.
• My team’s opportunities: This filter shows opportunities owned by your direct and indirect reports, based on role hierarchy.

Private Accounts and Opportunities

• Your Salesforce admin can set the organization-wide default access for accounts and opportunities to Private. In that case, if you give team members access to an individual opportunity, those users gain read-only access to accounts on the opportunity. Conversely, if you remove a user’s access to an individual account, the user is removed from opportunity teams related to the account.
• You can’t create opportunity teams for private opportunities.

Opportunity Owners

• Opportunity owners always have full access to their opportunities.
• If an opportunity owner is added to an opportunity team with read-only or read/write access, Salesforce asynchronously restores full access to the owned opportunities.

Ownership Changes

• When an opportunity is closed and the owner of the opportunity’s parent account changes, opportunity team shares are deleted unless opportunity splits are enabled.
• When you change the owner of an opportunity, select Keep Opportunity Team to keep the opportunity team together. Selecting this option makes Retain Edit Rights for Previous Owner available. Select Retain Edit Rights for Previous Owner so the previous owner keeps read/write access after the change. Retain Edit Rights for Previous Owner is available only when the opportunity’s organization-wide default is Private and the current owner is part of the opportunity team.

Portal Users

• You can't add high-volume portal users to teams.