---
schema_version: "1"
id: a8daef86cff3143e86708ade9a4ca639efc18d88f31dc4ad201ee2f182a54b18
title: Customize Opportunity Team Roles
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/teamselling_customize_roles.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.teamselling_customize_roles.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1801af6c653be5d772cd16168c672f55843e5d75dbc5efa621feeee204c07cda
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Customize Opportunity Team Roles

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

<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 and Salesforce Classic</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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d29197e75">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29197e75 ">To set up team roles:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29197e75 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_warning.png)

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.

1. In Setup, use the Quick Find box to find **Team Roles**.
2. Edit the picklist values for team roles to follow your business process.
3. Save your changes.
4. To update a changed picklist value globally, in Setup, use the Quick Find box to find **Replace Team Role**.

#### See Also

- [Turn on Opportunity Teams](https://help.salesforce.com/s/articleView?id=sales.teamselling_enabling.htm&release=264.0.0&type=5 "Help your reps collaborate on specific deals by enabling opportunity teams.")
- [Maintain Your Users’ Opportunity Teams](https://help.salesforce.com/s/articleView?id=sales.opportunity_team_members_adding.htm&release=264.0.0&type=5 "Add, remove, or replace multiple opportunity team members at a time. Update member roles and access.")