If you’re not using team selling and you don’t want to retain opportunity team data, you can disable opportunity teams.
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To disable opportunity teams: | Customize Application |
Before disabling opportunity teams, do the following.
- Disable opportunity splits.
- Delete all custom fields, custom buttons and links, page layouts, validation rules, Apex triggers, and workflow rules that you’ve added to opportunity teams.
- Delete all custom reports that include opportunity team information.
- Uninstall Apex packages that use opportunity teams.
- Remove team members referenced in your Apex code.
Warning Disabling opportunity teams is an irreversible process,
permanently removing all teams from opportunities, deleting all default
opportunity teams, and removing the Opportunity Team related list from all
page layouts.
- In Setup, use the Quick Find box to find Opportunity Team Settings.
- Select Disable Team Selling.