Required Steps for Setting Up an Opportunity Team

Correct Answer: A, B, and C

When you do the setup for the opportunity team in Salesforce, first you need to add the team members, then assign the roles for each of the members on the opportunity, and then you need to assign the access level needed whether it would be read and write access or only read-only access.

Option D is incorrect because the role hierarchy is related to Salesforce roles, not to the opportunity team.

Reference:

Sure, I'd be happy to explain the steps required to set up an opportunity team in Salesforce.

An opportunity team is a group of users who work together to close an opportunity. By setting up an opportunity team, you can grant access to specific users and define their roles and level of access for an opportunity. This allows you to collaborate more effectively on an opportunity, track progress, and ensure that everyone involved has the necessary information to close the deal.

The following are the three required steps to set up an opportunity team in Salesforce:

1. Add the team members: The first step is to add team members to the opportunity team. To do this, navigate to the opportunity record, scroll down to the Opportunity Team related list, and click the "Add" button. You can add users or groups as team members.

2. Assign the role for each member on the opportunity: After adding team members, you need to assign roles for each team member. Roles define the team member's responsibilities and level of access to the opportunity. To do this, click the "Edit" button next to the team member's name, select the appropriate role from the dropdown list, and save the changes.

3. Assign the level of access for each team member: Once you have assigned roles to each team member, you need to assign the level of access for each team member. Access levels determine what the team member can do with the opportunity, such as view or edit it. To do this, click the "Access Level" dropdown for each team member, select the appropriate access level, and save the changes.

Note that creating a role hierarchy for the opportunity team is not a required step to set up an opportunity team, but it can be helpful for larger teams to define a clear chain of command and responsibilities. If you decide to create a role hierarchy, you can do so by navigating to the Opportunity Team related list, clicking the "Add Role" button, and defining the roles and their order in the hierarchy.