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Understanding Opportunity Report Filter Options for Team Selling and Ownership

Veröffentlichungsdatum: Apr 2, 2026
Beschreibung

When running Opportunity reports in Salesforce, standard filters help control which records are included in the results. These filters are based on record ownership, sales team membership, and the role hierarchy.

Understanding how each filter works ensures that reports return the expected data.

Lösung

Opportunity report filters determine the scope of data returned based on your relationship to the records.

Below is an explanation of each available option:

My Opportunities

  • Includes only Opportunities that you own

My Team-Selling Opportunities

  • Includes Opportunities where you are part of the Opportunity Team
  • You do not need to be the owner

My Team-Selling and My Own Opportunities

  • Includes:
    • Opportunities you own, and
    • Opportunities where you are on the Opportunity Team

My Team's Opportunities

  • Includes Opportunities owned by:
    • You, and
    • Users who report to you in the role hierarchy

My Team's Team-Selling and Their Opportunities

  • Includes:
    • Opportunities owned by you and your role hierarchy team, and
    • Opportunities where you or your team members are part of the Opportunity Team

All Opportunities

  • Includes all Opportunities you have access to, based on your sharing and visibility settings
Nummer des Knowledge-Artikels

000385141

 
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Salesforce Help | Article