0

I'm investigating what I can do with Account Teams in SF. I don't see any automated way to setup what user is assigned to a what type of Account in what Account Team. Except to write a trigger.
What I wanted to do is to create a rule which will assign a user01 as mainUSSales01 to an Accounts with ShippingCountry == "United States". Is it possible without trigger?

5
  • What's the problem with triggers? :( Commented Oct 17, 2017 at 15:24
  • Sure. You could use the process builder to do this.
    – sfdcfox
    Commented Oct 17, 2017 at 15:30
  • @sfdcfox, is it powerful enough to check the value of a field of a record, basing on specific value assign a specific user as a specific team member of an account? Commented Oct 18, 2017 at 9:50
  • @Martin Lezer, the only problem is maintenance. I'm happy to code everything with Apex (more time spent -> more $ I get), but I try to stick with point & click if possible. I know that Apex can do everything, what I can point & click. Commented Oct 18, 2017 at 9:53
  • 1
    @AndriiMuzychuk Yes this is what I thought too. Then I couldn't stop having problem with process builders because they are not bulkified... Commented Oct 18, 2017 at 11:25

1 Answer 1

0

Process Builder can not insert Account Team Member record.

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .