Welcome to another episode of The Declarative Academy! In this video, we’re diving into a key feature of Salesforce Lightning that supports collaborative selling: Opportunity Teams and Splits. If you’ve ever wondered how multiple reps can work the same deal and share the credit—this one’s for you!
🎯 What you’ll learn in this video:
How to enable and set up Opportunity Teams
The difference between Opportunity Team Roles and user access
How to track contribution using Opportunity Splits
The two types of splits: Revenue Splits and Overlay Splits
How sales managers can maintain transparency and motivate teamwork
📚 Based on the official Trailhead unit:
Sell as a Team and Split the Credit tinyurl.com/57yehur5
💡 Ideal for:
Salesforce Admins configuring Opportunity Teams
Sales Ops professionals supporting complex deal cycles
Admin Certification candidates preparing for real-world scenarios
🎓 Boost your Salesforce admin skills and master team selling features in just a few minutes.
🔔 Subscribe to The Declarative Academy for beginner-friendly Salesforce tutorials, certification prep, and more Trailhead walkthroughs.
#SalesforceAdmin #OpportunityTeams #SalesforceSplits #TeamSelling #SalesforceCertification #DeclarativeAcademy
Main Theme (Overture) | The Grand Score by Alexander Nak
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