How to Create Opportunity Teams | Salesforce Tutorial

Credits : Salesforce Support

Want to give all the people who help out on your opportunities easy access to the opportunity record in Salesforce? Or maybe you've got an opportunity team but can't figure out how to get it to show up on the page? Distinguished Solution Engineer Iman Maghroori shows you how to create an opportunity team, add roles and assign them to people, and how to add the opportunity team to the page record so you can see it when you're viewing an opportunity.


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