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Assign Action Plan Tasks to Opportunity Team Roles
Set up opportunity teams to enable the option to assign an action plan task to a role.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability. |
Opportunity teams are groups of users who work together on an opportunity. You define the opportunity team roles within your organization. Opportunity owners then assign the people who play those roles for an opportunity.
The creator of an action plan template can specify which role is assigned a task. The role is resolved to a user when an action plan is created.
- From Setup, enter Opportunity Team Settings in the Quick Find box, then select Opportunity Team Settings.
- Select Enable Team Selling and save the setting.
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Select the page layouts in which to include the opportunity teams list component.
For example, you might select the Opportunity (general) and Opportunity (wallet share) pages.
- Save your changes.
- From Setup, enter Team Roles in the Quick Find box, then select Team Roles.
- Update the list of team roles so they match your business requirements, for example banker, relationship manager, advisor, or claims agent.
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Add opportunity team members in bulk:
- From Setup, enter Mass Reassign Opportunity Teams in the Quick Find box, then select Mass Reassign Opportunity Teams.
- Complete the steps to select opportunities and define opportunity team members.
- Repeat to assign other opportunity team members to opportunities.
- Save your changes.
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