What is the difference between an opportunity team and an account team?

An opportunity team is a temporary group for one deal, and an account team stays with the customer long term. They share the same list of team roles.

Can opportunity splits go over 100%?

Revenue splits cannot, because that type must total 100%. Overlay splits can, so you can reward extra effort without reducing anyone's revenue credit.

Why can't I remove a team member from an opportunity?

Salesforce Help says that if the member has a split percentage above 0, reassign the split first, then remove them.

Do opportunity splits work with custom currency fields?

Yes. Add a split type on another currency field and choose whether it must total 100%. See the Salesforce Help guidelines for opportunity splits for the current limits.

Where can I practice selling as a team and splitting the credit?

Trailhead has a free unit, Sell as a Team and Split the Credit , that covers adding members and editing splits from the user side.

Salesforce Opportunity Teams and Splits: Setup Guide

An opportunity team is the group of users working one deal together in Salesforce, and an opportunity split is the record of how much credit each of them gets for it.

Think of a group dinner. The team is everyone at the table. A revenue split divides the bill, so the shares have to add up to the total. An overlay split is the extra tip you leave for someone who went out of their way, and it sits on top of the bill.

If you run pipeline reports or pay commission, this matters because one deal stops needing three duplicate records. Below, we explain how salesforce opportunity teams and splits connect, walk through the complete setup in Setup, and show the exact results from a $148,500 deal we split 70/30 in a Developer Edition org, including the error you hit when the percentages do not add up.

This Tutorial Covers: