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Burt DemchickBurt Demchick 

Account & Opportunity Teams vs. Public Groups

I am curious about how Account & Opportunity Teams can be used to open up access to records.  In what way is sharing a record with a Team different than sharing with a Public Group?
Best Answer chosen by Burt Demchick
Eddy RichmondEddy Richmond
Hi Burt,

One difference is collaboration on specific Opportunties. A feature of Opportunity Teams is defining roles of those members of the team and thus delegating responsibility. For instance you could havea a Sales Rep, Sales Engineer and even perhaps a Sales Tech to assist with the more technical pieces of the sale.

Another feature is the ability to use Opportunity Splits and divide the commissions and credit amongs the team.

Public Groups have a main use which is sharing rules and allowing other group members access to each other's records. Public Groups can be used on many different objects where Opportunity Teams are obviously just for Opportunities.

Does that help clarify it a bit?

All Answers

Eddy RichmondEddy Richmond
Hi Burt,

One difference is collaboration on specific Opportunties. A feature of Opportunity Teams is defining roles of those members of the team and thus delegating responsibility. For instance you could havea a Sales Rep, Sales Engineer and even perhaps a Sales Tech to assist with the more technical pieces of the sale.

Another feature is the ability to use Opportunity Splits and divide the commissions and credit amongs the team.

Public Groups have a main use which is sharing rules and allowing other group members access to each other's records. Public Groups can be used on many different objects where Opportunity Teams are obviously just for Opportunities.

Does that help clarify it a bit?
This was selected as the best answer
Burt DemchickBurt Demchick
Hello Eddy,

Thank you for your response.  That is helpful.

To your first point ... Would that be substantially different that including Roles in a Public Group?  Perhaps more flexible?

Thanks,
Burt
Eddy RichmondEddy Richmond
The roles of an Opportunity Team is distinct from a User's Role as defined on the User record. Roles defined in an Opportunity Team are limited to the Opportunity Team in function and are more to define a user's purpose in realtion to that Opportunity.

Roles as defined on the actual User record forms a hierarchical sharing model across the entire Salesforce org. Meaning those in a role higher in the hierarchy can see/edit (depending on defined sharing rules) the records of those in roles set beneath them.
Burt DemchickBurt Demchick
Thanks Eddy.  Good stuff!
William TranWilliam Tran
Burt, you can view sharing rules as more for overall big brother watching/monitoring you like managers, auditors,corporate office,etc. 
Opportunity team is for the folks actually working/reviewing the opportunities.
You can decide who works on each opportunity, but you can't decide on each opportunity whether a sharing rule is enabled or disabled (that is your manager/auditor has access to all your opportunities and you can't disable that for one opportunity).
Thx
Munira MajmundarMunira Majmundar
@eddy richmond.  Great answer!  So, based on your answer, an answer to the following question would be?

B and C   Right?   D can not be because there is no such thing as splitting of account credit, right?
And, A is obviously not the one as it talks about Sales Team.  Pl. help clarify!  Thanks in advance!

Accounts teams are used for the following reasons: (Select all that apply)

a. Share roles with the sales team

b. Are used for collaborative account management

c. Are used for sharing and reporting purposes

d. Are used for splitting of account credit if needed