Every opportunity team member has a role in the opportunity. To track the roles that team members fill in your company, such as account manager or sales rep, customize opportunity team roles.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To set up team roles: | Customize Application |
Warning
- Leave the role of Opportunity Owner unchanged. It's required for opportunity splits.
- When an opportunity is created, Salesforce automatically assigns the owner of the opportunity to the Opportunity Owner. If the opportunity owner changes later, Salesforce retains the original owner on the opportunity team with that same role. This preserves historical split-allocation data and keeps credit and revenue splits accurate.
- Opportunity teams share roles with account teams. Adding or updating an opportunity team role also adds or updates the role for account teams. If you remove an opportunity team role, that role is no longer listed as an account team role.
To edit team roles, first turn on opportunity teams.
- In Setup, use the Quick Find box to find Team Roles.
- Edit the picklist values for team roles to follow your business process.
- Save your changes.
- To update a changed picklist value globally, in Setup, use the Quick Find box to find Replace Team Role.