How does the "MyTeam" Standard Query of Opportunities work?
SAP Sales Cloud
In general, the determination of the MyTeam employees is done in two steps:
1. Derive organizational units for logon employee
a. Get "staffed" org units: org units where the employee is directly assigned to (primary or non-primary)
b. Get "staffed subordinate" org units: org units that are subordinate to the org units derived before
c. Get "manager" org units: org units where the employee is directly assigned to as manager (reporting line)
d. Get "managed" org units: org units that are subordinate to the manager org units derived before AND that are managed by the employee
2. Get employees assigned to these organizational units
a. If no org units have been determined before, at least the logon employee is used to ensure that the user gets her/his own documents listed.
b. If the logon employee is not a manager, the employee's manager is removed from the list of employees to ensure that employees don't get their managers' documents.
Thus, the user has to check the manager and primary/secondary assignments.
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