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Tagged with account-teams case
2 questions
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1
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What happens when an Account Team Member is removed and they are also Case Owners of the account?
Scenario:
Account A has Account Team Member ATM1, ATM2, ATM3. (Account Access Level (Read/Write), Case Access Level (Read/Write)).
Now ATM2 created a case on the Account A, so by default he becomes ...
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-1
votes
1
answer
81
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Update Case Owner based on Account Team Member [closed]
I am trying to create a Salesforce flow that will update the case owner to an Account Team member based on that account team member's role.
The flow should trigger when:
when the case is created
...
