You add an Opportunity Team Member from the Opportunity record itself, through the Opportunity Team related list. Enabling Opportunity Teams in Setup is a prerequisite, and the available roles come from the Team Member Role picklist your admin configures.
- Open the Opportunity Team related list
Go to the opportunity you want to staff and find the Opportunity Team related list on the record page. Click Add to start a new team member, or use Add Default Team to pull in your saved default roster.
- Pick the user and role
Select the User you want on the deal and choose a Team Member Role that describes their part, such as Sales Engineer or Sales Manager. The role list is whatever your administrator defined in Setup.
- Set the opportunity access level
Choose Read or Edit for the member access to this opportunity. Remember the grant cannot fall below the Opportunity organization-wide default, so Read has no effect when the default is already Public Read/Write.
- Save and confirm the share
Save the record. Salesforce stores the OpportunityTeamMember and creates the matching OpportunityTeamShare that carries the access. The member now appears in the related list and can open the deal at the level you set.
The team member being granted access to the opportunity. Stored as UserId on the OpportunityTeamMember record.
The role this person plays on the deal, chosen from the configurable Team Member Role picklist defined in Setup.
Read or Edit access to this opportunity, never lower than the Opportunity organization-wide default.
- You cannot add a team to an opportunity whose Private field is selected; that flag locks the record to its owner.
- High-volume portal users cannot be added to opportunity teams, so plan external access through other sharing.
- A Read grant is silently ignored when the Opportunity organization-wide default is Public Read/Write, because everyone can already edit.
- On a closed opportunity, team shares are deleted if the parent account owner changes, unless Opportunity Splits are enabled.