**Note: This functionality is only available for customers with Salesforce Enterprise Edition. If you’re unsure which version of Salesforce you have, follow the steps in this short video to find out.
Account and Opportunity Teams allow you to associate multiple team members with one Account or Opportunity.
By default, Salesforce requires you to assign one Owner to a record. We’ll use an Opportunity here as an example. An AE might be the owner of an Opportunity, but other team members (e.g. SDR, Customer Success Manager) may need to be associated with that Opportunity. Opportunity Teams allow you to define the roles and permissions for different users on that Opportunity. This will allow you to:
Track Closed Won Revenue for your SDRs even if they’re not the Opportunity Owner
Give SDRs read-only permission on an Opportunity after ownership is transferred to an AE
Allow Salesforce users to see a consolidated list of all Opportunities they’re associated with, even if they play different roles on the Opportunity. You can view this on the My Account Team Opps list view on the Opportunities tab. Reach out to Swantide if you don't see this list view as an option.
Note: If you want to create reports linking Opportunity Team Members to Opportunities, you will need to use the Opportunities with Opportunity Teams report type, rather than an Opportunities report.
If analyzing SDR activities is important, consider requesting the SDR Metrics Dashboard and Activity SDR Dashboard as well. If you want to automate the assignment of Account and Opportunity Teams, see Default Account and Opportunity Teams and Auto Assign CSM workflows.
See this video for more detail on how to use Account and Opportunity teams.