Edit Opportunity team even if you're not the owner

This small free app fixes a problem in salesforce for people using Opportunity Teams.  Currently, only the Opportunity Owner or their manager can add/remove users from an Opportunity Team.  This mini app works around this limitation by giving you a custom page to grant additional users this functionality, so that anyone that can edit the Opportunity can edit the team.

Most users expect that Opportunity Team editing is permitted by the same logic as editing the Opportunity.  This is how our app makes the permissions work – so people don’t have to call a System Administrator to edit an Opportunity Team. You’re saving cost.

Free app

opportunity-team-edit app

It works in 3 simple steps

Install the App

Add the new “Opportunity Team Edit” button to the Opportunity page layout

Tell users to use the new button instead of the old one

Great and simple tool to allow users to add themselves to the Opportunity Team
This tool gave us another great solution to add and remove users from Opportunity Teams.

TJ TurnerSr. Salesforce Administrator