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I am still new to flows but I tried to re-create a flow listed here which would automatically add an account team member in a specific role to a case team. I know the issue isn't with my Process Builder since I simplified that but still no account team members are getting added to the case team.

I ran debug on my flow and the Fast Lookup and Loop seem to be working ok. Below are the results:

FAST LOOKUP: Find_Account_Team_Members Find all AccountTeamMember records where: AccountId Equals {!AccountIDfromPB} (001c000002UqYUWAA3) Team_Role_Custom__c Equals Client Service Director Store the values of these fields in Find_Account_Team_Members: Id Result Successfully found records.

LOOP: Loop_Through_Account_Team_Members End Loop.

FAST CREATE: Create_Case_Team_Members Create CaseTeamMember records using the values that are stored in {!CaseteamMembers}. Variable Values None. Result All records are ready to be created when the next screen, pause, or local action is executed or when the interview finishes.

How can I fix this so the case team member(s) populate? Below is a screenshot of the overall flow. Note that we are using a custom account team role field which I accounted for in the Get Records (lookup) element.

enter image description here

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  • if the loop was working you would see debug for each iteration; be sure your loop is referencing the output of a record collection variable that is the result of the Get Records element
    – cropredy
    Jun 25, 2020 at 0:10
  • @cropredy thank you, I added that as shown here instead of setting it to "automatically store all fields": ibb.co/gmWm7ds.
    – Tiffany Zappulla
    Jul 1, 2020 at 14:37
  • @cropredy But now I am getting an actual error: FAST CREATE: Create_Case_Team_Members Create CaseTeamMember records using the values that are stored in {!CaseteamMembers}. Variable Values [MemberId=005c0000006nKMBAA2,ParentId=500c000000HGwUFAA1,TeamRoleId=0B7c0000000Cdo] Result Failed to create records. Error Occurred: This error occurred when the flow tried to create records: MALFORMED_ID: Team Role ID: id value of incorrect type: 0B7c0000000Cdo. This is the ID of my Case Team role, I pulled it from the URL: [mydomain]/lightning/setup/CaseTeamRoles/page?address=%2F0B7c0000000CdoO
    – Tiffany Zappulla
    Jul 1, 2020 at 14:38
  • @cropredy it seems like Flow is dropping the last "O" from my ID?
    – Tiffany Zappulla
    Jul 1, 2020 at 14:42
  • (1) looks like a copy-paste error; (2) Flow should not use hard-coded Ids - query for the CaseTeamRole in the flow
    – cropredy
    Jul 1, 2020 at 16:09

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Resolution was using the standard Account Team role field instead of a custom field created by our development team. In addition, needed to create a lookup to find the Case Team Role ID.

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