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Default Opportunity Team from Account Team

Default your Opportunity Team from the Account Team

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Never requires payment

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Save sales time by defaulting the Opportunity Team from the Account Team. When you create an Opportunity on an Account with an Opportunity Team, the entire team will be copied to the Opportunity.

    Compatibility

    Salesforce Editions
    Professional
    Enterprise
    Unlimited
    Force.com
    Developer

    App Details

    Version
    Copy Account Team to Opportunity Team/1.3 1.3.0
    Latest Release
    03/04/2022
    Supported Features
    No Limits
    This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
    Managed Package
    This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
    No Limits
    Managed Package
    Package Contents
    If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
    Custom Objects: 0
    Custom Tabs: 0
    Custom Apps: 0
    Lightning Components
    Global: 0
    App Builder: 0
    Community Builder: 0
    Languages
    English

    Security

    This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
    Last Reviewed Version
    The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
    1.3.0
    Last Reviewed Date
    The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
    08/01/2016

    Additional Details

    Save sales time by defaulting the Opportunity Team from the Account Team. When you create an Opportunity on an Account with an Opportunity Team, the entire team will be copied to the Opportunity.

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