I'm considering implementing Account Teams and Opportunity Teams as part of a Lightning transition, but I'm not sure if the instance I administer will need it.
The instance already covers Account and Opportunity access for non-record owners via either Role Hierarchy and Territory Management.
What are the best use cases for implementing these Teams outside of Role Hierarchy and Territory Management?
Additionally, are these Teams a substitute for Manual record sharing in Lightning?
3 commentaires
@Michael Agres another consideration is that team selling features like Opportunity Splits require Opportunity Teams: https://help.salesforce.com/articleView?id=teamselling_opp_splits_overview.htm&type=5
