---
schema_version: "1"
id: eb9abb9a7257110774b3f0f1cb57d738c9a0417c1ad9cfd0e47970d7f112808b
title: Assign Action Plan Tasks to Opportunity Team Roles
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_action_plans_opportunity_teams.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_opportunity_teams.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0ad8cbd1bdfc405260d5098f606bf2c529107396359c0aef08803768d7ecd558
description: Set up opportunity teams to enable the option to assign an action plan task to a role.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">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. <a href="https://help.salesforce.com/s/articleView?id=action_plans_editions_permissions.htm&amp;language=en_US" target="_blank">View edition availability</a>.</td></tr></tbody></table>

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.

1. From Setup, enter Opportunity Team Settings in the Quick Find box, then select **Opportunity Team Settings**.
2. Select **Enable Team Selling** and save the setting.
3. 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.
4. Save your changes.
5. From Setup, enter Team Roles in the Quick Find box, then select **Team Roles**.
6. Update the list of team roles so they match your business requirements, for example banker, relationship manager, advisor, or claims agent.
7. Add opportunity team members in bulk:
    1. From Setup, enter Mass Reassign Opportunity Teams in the Quick Find box, then select **Mass Reassign Opportunity Teams**.
    2. Complete the steps to select opportunities and define opportunity team members.
    3. Repeat to assign other opportunity team members to opportunities.
    4. Save your changes.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-action_plans-264-0-0-production-enus/29c492f2-3531-419b-8e38-3287aed60d43/images/icon_note.png)

Note While not used within Action Plans, opportunity teams enable extra access to Opportunity and related objects to be granted. To use this feature, setup is required.

#### See Also

- [_Salesforce Help:_ Opportunity Teams](https://help.salesforce.com/articleView?id=salesteam_overview.htm&language=en_US)