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Sales Basics
Set Up a Default Opportunity Team

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Set Up a Default Opportunity Team

Set up a default opportunity team of coworkers you typically work with on opportunities, with a role for each member and special access to your opportunities. If you don’t see the Opportunity Team related list, ask your Salesforce admin to enable opportunity teams.

Required Editions

Available in: Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To set up or edit a default opportunity team: Opportunity owner or above the owner in the role hierarchy
To add the opportunity owner’s default opportunity team to an opportunity: Opportunity owner or above the owner in the role hierarchy
Note
Note If you don’t see the Default Opportunity Team option in your Advanced User Details page, ask your Salesforce admin to enable opportunity teams.
  1. In your personal settings, go to Advanced User Details and find Default Opportunity Team. Click Default Opportunity Team and then Add.
    Settings link in User Profile popup.
    Advanced User Details screen showing Default Opportunity Team
  2. Add coworkers, selecting each user’s access to the opportunity and role on the team.
  3. If you want, select options for adding the team to open opportunities automatically.
    To add your default team to opportunities from now on, select Automatically add my default opportunity team to opportunities that I create or open opportunities that are transferred to me.
    To add your default team to all your open opportunities immediately, select Update open opportunity teams with these members.
    If you don’t add your default team to opportunities automatically, you can add it individually by clicking Add Default Team on the Opportunity Team related list. Add Default Team adds the default team of the opportunity owner, not of the user who clicks the button.
  4. Click Save.

See Also

 
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