Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Opportunity Team Edit Override
Edit Opportunity team even if you're not the owner
- Business Need
- Admin & Developer Tools
The Opportunity Team is only editable by the owner of the Opportunity or those users above the owner in the role hierarchy. This mini app provides a new page where anyone that can edit the Opportunity can edit the team.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 4 of 4 Reviews
Makes it possible for users to update opportunity teams
I needed to give one group of users the ability to modify opportunity teams; this app was simple to install, is simple to use, and I'm fully satisfied with it.
Great app that saves all the development work
The app is easy to install and use. We've been using it since 2017 and never had any issue. It overrides the default Salesforce Opportunity Team behaviour that only allows Opportunity Owner (or Owner's manager in the role hierarchy) to edit/create a team member.
Exactly what we needed
Works great. Thank you for helping our Org!
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.
Thanks for the review TJ - glad to hear it's working for you!