Account, opportunity, and case teams
Key Takeaway
Team access can only open things up. Teams never take away access that another sharing source already gives.
Account, opportunity, and case teams let users bring coworkers onto a single record, give each person a role, and give them extra access to that record. Teams add access beyond the org-wide default on a record-by-record basis.
What a team is
A team is a set of users who work together on one record. Each member has a role on the team plus an access level. A case team is a group of people who work together to solve cases, such as support reps, support managers, and product managers.
How a member gets access depends on the type of team.
| How a member gets access | What the access applies to | |
|---|---|---|
| Account team | You choose it when you add the member, such as Read Only or Read/Write | The account and its related opportunities and cases |
| Opportunity team | You choose an access level | That one opportunity |
| Case team | From a predefined case team role, such as Read Only or Read/Write | The case |
Account teams and opportunity teams are available in these editions:
- Enterprise Edition
- Performance Edition
- Unlimited Edition
- Developer Edition
An admin must turn them on before the Account Team or Opportunity Team related list appears.