---
title: Quarra Stone — Opportunity Teams Configuration
type: article
created: '2025-09-29'
updated: '2025-09-29'
source_docs:
- raw/2025-09-29-call-w-twistellar-quarra-salesforce-90463130.md
tags:
- salesforce
- opportunity-teams
- quarra-stone
- twistellar
- external-users
- guest-users
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Quarra Stone — Opportunity Teams Configuration

## Overview

Salesforce Opportunity Teams was enabled for Quarra Stone as part of a broader Salesforce buildout managed by [[clients/quarra-stone/_index|Quarra Stone]]. The feature allows internal Salesforce users to be formally associated with specific opportunities, and is being extended to explore access for external partners such as architects.

Implementation is handled by [[vendors/twistellar/_index|Twistellar]] (Sergei Logvin).

---

## Feature Enablement

Opportunity Teams was enabled in the Quarra Stone Salesforce org during the September 2025 working session. No role-based restrictions were applied at enablement — any licensed Salesforce user can be added to an Opportunity Team regardless of their role in the system.

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## External Partner Access

### Use Case

Quarra Stone works with external parties (e.g., architects) who are not Salesforce licensees but may need to be associated with an opportunity and receive notifications as work progresses.

### Proposed Approach

Rather than purchasing additional full licenses, the proposed solution is to create **guest users** in Salesforce for external partners. This would allow:

- External stakeholders to be added to Opportunity Teams
- Notifications to be routed to them when relevant events occur
- Visibility into team membership without granting full system access

### Status

As of the 2025-09-29 call, Sergei (Twistellar) was tasked with researching the guest user approach and confirming feasibility. No implementation has occurred yet.

> **Action Item (open):** Sergei Logvin to research adding external users (e.g. architects) to Opportunity Teams via guest user option in Salesforce.

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## Configuration Notes

| Setting | Value |
|---|---|
| Feature | Opportunity Teams |
| Enabled | Yes (2025-09-29) |
| Role restriction | None — any Salesforce user eligible |
| External access | Under investigation (guest user model) |
| Implementer | Twistellar (Sergei Logvin) |

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## Related Articles

- [[clients/quarra-stone/_index|Quarra Stone Client Overview]]
- [[knowledge/salesforce/quarra-prospect-number-automation|Quarra Stone — Prospect Number Auto-Generation]]
- [[knowledge/salesforce/quarra-sharepoint-folder-automation|Quarra Stone — SharePoint Folder Automation]]
- [[vendors/twistellar/_index|Twistellar Vendor Overview]]

---

## Source

Discussed during the [[meetings/2025-09-29-call-w-twistellar-quarra-salesforce|2025-09-29 Twistellar / Quarra Stone Working Session]] with Mark Hope, Karly Oykhman (Asymmetric), and Sergei Logvin (Twistellar).