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Grégoire_Miche2
Grégoire_Miche2
Level 10
November 30, 2016
New

SFDC: Enable to use account team information for "change owner" and "Create Task" flow steps

  • November 30, 2016
  • 2 replies
  • 1951 views

In some situations, we may need to reassign a contact to a SFDC user that is identified by a specific role in the account team. This is not possible.

We need to be able to have some specific values in the "Change Owner" and "Create Tasks" flow steps where we could use an assign to "account Team Role", then a new choice would appear in which we could pick the role. In case multiple users have the same role, the first one would be picked.

-Greg

    2 replies

    gkrajeski
    gkrajeski
    Level 10
    November 30, 2016

    @Grégoire Michel

    Can you help explain to me how this would differ from Auto-Assignment rules?

    Are you saying you desire the ability via flow steps or SLs specificly to access the Role and value pair?

    Grégoire_Miche2
    Grégoire_Miche2Author
    Level 10
    November 30, 2016

    Hi Geoff,

    Auto-assignment works for leads only, but not for contacts.

    Account Team are for accounts, that contain contacts, so this idea would apply for contacts only.

    We do not need additional flow steps, in fact, just ajustements of existing ones.

    This would be complementary of these ones:

    -Greg

      K
      kh-lschutte
      February 6, 2020
      No text available
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