What do the opportunity saved searches mean?

In the opportunities landing page, several different saved searches retrieve specific sets of records. Here's a list of the record sets. Not all record sets are available to all users.

For example, the record sets involving subordinates, which are resources within an organization or a line manager's hierarchy, are available only to managers.

Note: The My territory membership and My territory membership hierarchy record sets are predefined but you must enable them before your salespeople can use them.

Record Set Name

Description

All records I can see

Opportunities that you can view based on any of the following:

  • Your opportunity team membership

  • Sales territory assignments on opportunity, customer, or partner accounts

  • Your position in the organization

  • Security permissions

I own

Opportunities you own include those opportunities you created or where ownership is assigned to you.

I am on the team

Opportunities where you're on the opportunity team. You're on the opportunity team if you're the opportunity owner or if you were added as a member.

My territory

Opportunities within sales territories you own.

My territory hierarchy

Opportunities within sales territories where you're the territory owner or the descendant territory owner.

My territory membership

Opportunities for your territory where you're either the owner or a team member of a territory assigned to the opportunity.

My territory membership hierarchy

Opportunities for your sales territories where you're the territory owner or member and all of your subordinate territories in the sales territory hierarchy assigned to the opportunity.

My subordinates own

Opportunities owned by you and your subordinates (resources within your organization).

My subordinates are on the team

Opportunities where you or your subordinates (resources within your organization) are on the opportunity team.