What are Opportunity Teams and Opportunity Splits?

Opportunity Teams allow multiple users to collaborate on a single opportunity. Each team member has a team role (e.g., Account Executive, Sales Engineer, BDR) and an access level (Read Only or Read/Write) to the opportunity record. Default opportunity teams can be set on a per-user basis so they are auto-added to new opportunities. Opportunity Splits (enabled separately in Setup) allocate a percentage of the opportunity's revenue credit across team members — the splits for a given type must total 100%. Types of splits:

1. Revenue Split (built-in): Allocates the opportunity amount for commission tracking.
2. Overlay Split: Can total more than 100%, used for supporting roles such as pre-sales engineers. Custom split types can be added. Splits feed into collaborative forecasting if configured, allowing forecast managers to see individual quota attainment based on split credit.