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Opportunity Collaboration in Salesforce

Opportunity teams in Salesforce are groups of users that work together on deals and

How to collaborate on opportunities in Salesforce

can include both internal and partner users. These teams can include different roles, such as an executive sponsor, dedicated support agent, or project manager. If your Salesforce administrator has enabled opportunity splits, you can split credit for an opportunity among members of the opportunity team.


To edit an opportunity team, go to the Opportunity Team related list on an account and click to add a team member or a default opportunity team. You can specify the member's role on the opportunity and give them either read and write or read-only access to the opportunity. Keep in mind that changes made to an opportunity team do not affect your default opportunity team or the teams on your other opportunities.


You can set up a default opportunity team of coworkers you typically work with on opportunities by specifying a role for each member and their access to your opportunities. To do this, go to your personal settings and navigate to Advanced User Details. Under Default Opportunity Team, click Add and select the coworkers you want to include on the team, as well as their access to the opportunity and their role on the team. You can also choose to automatically add your default team to opportunities you create or that are transferred to you.


To track the progress of your opportunity teams, you can create reports and use filters. To update information for a team member across all opportunity teams, use a filter to view all teams for that user and export the report data using Data Loader. This will allow you to update team member information in bulk.






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