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I have another situation that I need to write a trigger for and I am wondering if there is an out of the box solution I can use.
Basically when a team member is added or deleted from an Opportunity team, I need to send an email notification to that team member and the whole Opportunity team. So far I am not come across any method of doing this without code. Can you please tell me if there is a way to do this without a trigger. Thank you.
Triggers, triggers all the way I'm afraid...
I think it fails into category of "junction objects" (between User and Opportunity) and docs say email alerts aren't supported on junction objects.
Workflows don't work on OpportunityTeamMember (the option is both inaccessible from GUI as well as forced creation of OpportunityTeamMember.workflow file fails in Eclipse).
<?xml version="1.0" encoding="UTF-8"?>
<Workflow xmlns="http://soap.sforce.com/2006/04/metadata">
<alerts>
<fullName>Team_Modified</fullName>
<description>Team Modified Notification</description>
<protected>false</protected>
<recipients>
<type>creator</type>
</recipients>
<senderType>CurrentUser</senderType>
<template>unfiled$public/Case_Modified</template>
</alerts>
<rules>
<fullName>Team Modified</fullName>
<formula>true</formula>
<actions>
<name>Team_Modified</name>
<type>Alert</type>
</actions>
<active>true</active>
<description>Hi StackExchange!</description>
<triggerType>onCreateOrTriggeringUpdate</triggerType>
</rules>
</Workflow>
renders
Save error: OpportunityTeamMember.Team Modified : Cannot create a workflow rule on entity:OpportunityTeamMember
Save error: OpportunityTeamMember.Team_Modified : Cannot create a workflow action on entity:OpportunityTeamMember
Same story with AccountContactRole, AccountPartner, OpportunityContactRole etc. - several objects where we can't add fields, customize them (well, except the Role picklist but you get the idea)...
Bonus - looks like mailing Opp Team members is clunky in general ;)
SELECT User.Email FROM OpportunityTeamMember WHERE OpportunityId = :oppId AND User.isActive = true. Adapt as you see fit to include an IN clause. Or maybe even subquery would be easiest method of "bulkifying": SELECT Id, (SELECT User.Email FROM OpportunityTeamMembers WHERE User.IsActive = true) FROM Opportunity WHERE Id IN :changedOppsIds (you'd have to build a set of Opportunity Ids first)
– eyescream
Dec 3 '12 at 21:52
