Determine Which Data to Include in the Dataset

First, determine what data you want to include in the dataset. For this example, you will create an OppTeamMember dataset that contains only opportunities associated with an opportunity team.

Required Editions

Available in Salesforce Classic and Lightning Experience.

Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.

You will obtain opportunities from the Opportunity object and the opportunity teams from the OpportunityTeamMember object. Both are Salesforce objects.

In this example, your Salesforce organization has the following opportunity team and users.

Keith is the VP of Sales. Lucy manages West_Sales. Bill manages East_Sales. Tony reports to Bill. Tony and Bill are on the same opportunity team.

Your organization also contains the following opportunities, most of which are owned by Keith.

Acc - 1000 Widgets, which is owned by Tony, is the only opportunity shared by an opportunity team.

Acc - 1000 Widgets is the only opportunity shared by an opportunity team. Bill is the Sales Manager for this opportunity. Tony is the opportunity owner.