February 3, 2016

How to enable team selling in Salesforce?

Opportunity Teams help multiple users to better collaborate on opportunities by defining a role for each team member, setting record-level access individually, and viewing teams in list views and reports.

When enabled, the opportunity teams are available in Salesforce Lightning, Salesforce Classic, and the mobile app. Users may prepare default opportunity teams for speedy setup of new opportunities. Opportunity Teams are not the same as account teams.

1. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team.

2. Enable Team Selling.

3. Select the layouts in Page Layout Selection.

4. Add team members using Opportunity Team related list.

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