---
schema_version: "1"
id: 479dbc385d981c8f3c2149832f36d79f581a569f4559349562756429584681e2
title: Considerations and Guidelines for Using Opportunity Teams
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/salesteam_def.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.salesteam_def.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 68827f0e04b0a31ca974e33d5ced976f3d727e26bf34ce42665879f6fc867404
description: Review considerations and guidelines for using opportunity team list views, managing access to private records via opportunity teams, and adding portal users to teams.
products:
  - Sales Cloud
release: "264"
---
# Considerations and Guidelines for Using Opportunity Teams

Review considerations and guidelines for using opportunity team list views, managing access to private records via opportunity teams, and adding portal users to teams.

### 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, Salesforce Classic, and the new Salesforce mobile app</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

## Opportunity Teams in List Views

When you create or edit a custom list view for opportunities, the available filters include the following.

- My opportunity teams: This filter shows opportunity teams that you belong to, whether owned by you or others.
- My team’s opportunities: This filter shows opportunities owned by your direct and indirect reports, based on role hierarchy.

## Private Accounts and Opportunities

- Your Salesforce admin can set the organization-wide default access for accounts and opportunities to Private. In that case, if you give team members access to an individual opportunity, those users gain read-only access to accounts on the opportunity. Conversely, if you remove a user’s access to an individual account, the user is removed from opportunity teams related to the account.
- You can’t create opportunity teams for private opportunities.

## Opportunity Owners

- Opportunity owners always have full access to their opportunities.
- If an opportunity owner is added to an opportunity team with read-only or read/write access, Salesforce asynchronously restores full access to the owned opportunities.

## Ownership Changes

- When an opportunity is closed and the owner of the opportunity’s parent account changes, opportunity team shares are deleted unless opportunity splits are enabled.
- When you change the owner of an opportunity, select **Keep Opportunity Team** to keep the opportunity team together. Selecting this option makes **Retain Edit Rights for Previous Owner** available. Select **Retain Edit Rights for Previous Owner** so the previous owner keeps read/write access after the change. **Retain Edit Rights for Previous Owner** is available only when the opportunity’s organization-wide default is Private and the current owner is part of the opportunity team.

## Portal Users

- You can't add high-volume portal users to teams.

#### See Also

- [Administer Opportunity Teams](https://help.salesforce.com/s/articleView?id=sales.opp_team_setup.htm&release=264.0.0&type=5 "Help your sales teams collaborate and win more deals by enabling opportunity teams and customizing the team layout.")
- [Add Teams to Your Opportunities](https://help.salesforce.com/s/articleView?id=sales.salesteam_add.htm&release=264.0.0&type=5 "If your Salesforce admin has enabled opportunity teams, the Opportunity Team related list appears on each opportunity. You can add, edit, or remove team members.")