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Thursday, November 11, 2021

Salesforce: Account Team List View and Opportunity Team List View

Many years back, we wrote a blog on options in reports to show the account team and in the opportunity team, the similar options are available in List View too, let's check out:

In the Account report type, we have the option to show:
  1. All accounts
  2. My accounts
  3. My accounts team's accounts
  4. My accounts team and my accounts
  5. My team's accounts

In Account list view:
  1. All accounts
  2. My accounts
  3. My accounts teams
The first two options are clear, show all accounts or my accounts.
"My accounts teams", is similar to "My accounts team's accounts" in the report type, where the result ONLY accounts where you are in the Account Team.


The same applies in the Opportunity Team list view too, in the Opportunity report type, we have:
  1. All opportunities
  2. My opportunities
  3. My team-selling opportunities
  4. My team-selling and my opportunities 
  5. My team's opportunities
  6. My team-selling and their opportunities


In the Opportunity List view:
  1. All opportunities
  2. My opportunities
  3. My opportunities teams
  4. My team's opportunities
The first two options are clear, show all accounts or my accounts.
"My opportunities teams" -- all opportunities where you are in the Opportunity Team, this is similar to "My team-selling opportunities" in the report.

"My team's opportunities" -- all opportunities owned by me and owned by users below my role hierarchy, including all that report to my direct reports.


Reference:


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