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 opportunities with the Private field selected.

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, full access will be restored to the owned opportunities asynchronously.

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.

Portal Users

• High-volume portal users can’t be added to teams.