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Questions tagged [opportunity-teams]

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How does the Remove All Members from Opportunity Team works?

I want to know how the Salesforce standard functionality of removing all the team members from an opportunity record works? I want to implement the same action on a custom object. Is it a button, link ...
Goat123's user avatar
-1 votes
1 answer
492 views

Set field visibility dynamically

We want to assign field visibility on UI level based on whether a user is a member of a specific team or not. E.g. we have an opportunity record and we need to display some fields only if the running ...
Damian's user avatar
  • 1
0 votes
1 answer
63 views

Is it possible to programmatically determine if Opportunity Teams is enabled?

We have a Salesforce Managed Package that contains a Connected App with an Aura Component Bundle. Is there a programmatic way for for me to determine whether the tenant my Package is installed has ...
nstuyvesant's user avatar
1 vote
1 answer
188 views

Create UserTeamMember in test classes

I'm trying to create a test class for this operation: List<UserTeamMember> listUserTeamMember = [Select id, ownerId, TeamMemberRole, OpportunityAccessLevel, userId from UserTeamMember where ...
Julien Souchi's user avatar
0 votes
1 answer
483 views

I'm getting wired error when trying to connect PDF.js to my LWC

I'm doing a little project - the idea is, I am given Invoice pdf file and I have to parse that to JSON so that I could insert invoice data into Opportunity and OpportunityLineItem. I'm using PDF.js ...
user avatar
0 votes
0 answers
433 views

Opportunity team members: list view buttons not available to specific users with same role and profile as others

I have several users in a team with the same profile, role (high up in the hierarchy), and permission sets. However, two specific users are unable to view the Opportunity Team related list buttons on ...
Ayee Y.'s user avatar
0 votes
1 answer
337 views

Is it possible to share OpportunityTeamMember records via Apex?

I would like to share OpportunityTeamMember records via the Apex Sharing feature. I could not run the following code, though: <OpportunityTeamMemberShare otms = new OpportunityTeamMemberShare( ...
Przemysław Długoszewski-Tamoń's user avatar
2 votes
0 answers
104 views

Error creating a package version with Opportunity Teams

I'm trying to package an unmanaged package using opportunity teams, but each time I get the following error: ERROR running force:package:version:create: Invalid type: OpportunityTeamMember I tried ...
hgolov's user avatar
  • 773
3 votes
2 answers
525 views

Enable Opportunity Teams/Opportunity Split in scratch org definition file

Is there a way to enable Opportunity Teams in a scratch org definition file? I tried this in my file but it didn't work. { "settings": { "opportunitySettings": { ...
Madhu's user avatar
  • 31
0 votes
1 answer
590 views

Share custom object related to Opportunity with Opportunity Team

I have a question surronding sharing of related records with Opportunity teams. We have an custom object A related to the Opportunity object. Opportunities are Public, while Object A is private. Is it ...
Cnork's user avatar
  • 91
0 votes
0 answers
118 views

What is the name of the page "Change Opportunity Owner"?

I'm not developper but need to find the name of the page which displays when we click on "Opportunity Owner" to change the owner of the opportunity (see image). How i can find it into ...
Adventurer's user avatar
0 votes
1 answer
124 views

OpportunityTeamMember - customization

Is there a chance to modify links "Edit" and "Delete" in Opportunity Team Member Layout ? I mean whether we could remove eg "Delete" link ? Because when I delete some user I can click "Undo" but ...
Freeezer789's user avatar
2 votes
1 answer
2k views

Account/Opportunity Team Member trigger not working for default account/opportunity team creation

I'm trying to create a trigger that fires and updates the Account/Opportunity Team Members when they are created using the Default Account/Opportunity Teams. However, my trigger does not seem to fire ...
Dan Kowalski's user avatar
0 votes
0 answers
63 views

Only Account Team members should be visible in user selection while creating Opportunity Team Member based on custom picklist field value on Account

If Picklist value of Field A on Account Object is "Secured" Only ATMs should be visible in User lookup field (on OTM Object) while creating OTMs
Aishwary's user avatar
0 votes
1 answer
1k views

Manual Sharing/Opportunity team exposes other related data

We have two separate teams(A,B) which are not supposed to view each other's data. Specially account details, activities, contacts and opportunities. But sometimes user A1 has to share opportunity ...
nomad's user avatar
  • 133
0 votes
1 answer
2k views

Opportunity team access

I have given opportunity team member just read permission but he is also able to edit the fields. What might be the reason? The user is not in accounts team or with any special access as well.
Kanishka Jaroli's user avatar
0 votes
2 answers
4k views

Opportunity Team Member to Opportunity above the Role hierarchy

I want to Add myself as 'Opportunity Team Member' even of the Opportunity is way above my User's Role Hierarchy Level. Now, as per the Salesforce, I must be the Owner of the Opportunity or I should ...
Kamal Thakur's user avatar
0 votes
1 answer
601 views

Field is not writable for opportunity team member Name

Getting an error like An Apex error occurred: System.SObjectException: Field is not writeable: OpportunityTeamMember.UserId public class BD_UPDATEOppTeam { @InvocableMethod public static ...
JURY's user avatar
  • 183
0 votes
0 answers
20 views

How can i update a checkbox field on the opportunity based on criteria in the opportunity team members section [duplicate]

I need to update a checkbox field on the oppty called IsTrue when there is an opportunity team member added (so, when an opportunity team member is not blank). Is this possible via workflow or process ...
Rachel Linder's user avatar
0 votes
0 answers
61 views

Adding Default Opportunity Team via Javascript Button using SFORCE

To Replicate 'Default Opportunity Member' I created a Javascript Button and below is the Code: {!REQUIRESCRIPT('/soap/ajax/33.0/connection.js')} {!REQUIRESCRIPT('/soap/ajax/33.0/apex.js')} var ...
Kamal Thakur's user avatar
1 vote
1 answer
2k views

OpportunityTeamMember Trigger fail to trigger when adding Opportunity Team via "Add Default Team" [closed]

I created a trigger on OpportunityTeamMember. But when I insert Team Member using 'Add Default Team', the trigger is not firing. Am I missing something or this is expected behavior?
Kamal Thakur's user avatar
1 vote
1 answer
2k views

Where does "add team member" button on opportunity team render

I'm trying to decipher where each of three similar buttons on opportunity teams is used, specifically: Add -> classic : opens add multiple team member interface Add team member -> ??? Add opportunity ...
gorav's user avatar
  • 4,537
9 votes
2 answers
2k views

Trigger on OpportunityTeamMember is not firing when Opportunity Owner is changed

I'm in a subscriber org where there is an existing trigger on OpportunityTeamMember for after insert, update, and delete. If you use the UI to add a new team member or edit the opportunity access of ...
Daniel Ballinger's user avatar
3 votes
1 answer
4k views

Cannot Set Opportunity As Won

I'm currently having issues with setting an old opportunity as won. We're trying to update some old opportunities that weren't fully updated in the past. One of our users on the org is able to create ...
StormKrow's user avatar
  • 173
0 votes
2 answers
324 views

OpportunityTeamMember Name not writable

I am trying to display all the OpportunityTeamMember records in a vf page using a wrapper class. But while assigning name in the for loop in the constructor, its throwing an error Field is not ...
user2542953's user avatar
1 vote
1 answer
837 views

Opportunity Team - Role Hierarchy?

If I share an opportunity with a user via opportunity team, only the user will have access or his role hierarchy has access as well?
GeekyT's user avatar
  • 11
0 votes
1 answer
93 views

How to migrate Opportunity Team Members Records?

I want to migrate Opty team members using Informatica cloud. I did mapping but when i ran the job it is not updating OpportunityAccessLevel accurately. It updates with Read access although from source ...
Tejas Kapasi's user avatar
0 votes
1 answer
2k views

Email notification to all Opportunity Team Members

The task is to notify all Opportunity Team Members every time new chatter post appears in feed inside of the Oppty. Now we use the following script: trigger emailFollowers on FeedItem (after insert) {...
Andrey Vlasov's user avatar
0 votes
2 answers
989 views

how to get the email of opportunity team member by using opportunity id in salesforce?

We want to get the emails from the opportunity team and then populate them on custom object (I.e. Populating them in separate custom field fr each email id). We have created a custom button on custom ...
Reddy's user avatar
  • 125
1 vote
0 answers
383 views

Cannot Insert Opportunity In Test Class When Splits Are Enabled

We have Splits enabled in our org. I would like to insert an Opportunity and to assign it to a user that have Opportunity Team Members configured in his user details, so Salesforce will insert all ...
sfdcdev's user avatar
  • 389
0 votes
1 answer
3k views

TestClass User Creation and system.runAs()

I have a requirement for a Trigger on Opportunity while creating a new Opportunity as, Add the Opportunity Owners Manager to Opportunity Team Member with role "Sales Manager" And if Opportunity Owner ...
Robert Thomas's user avatar
0 votes
2 answers
2k views

Setting OppurtunityAccessLevel field on Object OpportunityTeamMember using Trigger

I was doing some case study for learning Triggers and got a requirement like below Once a new Opportunity is added, then the Manager of Opportunity Owner need to be attach in the Opportunity team ...
Robert Thomas's user avatar
1 vote
0 answers
1k views

Unable to grant Opportunity Team - Read Only Access

Scenario: We have enabled Opportunity Team and I have added some users in Team Member. Earlier all the Team Members had Read/Write Access. Now I wanted to change the Access Permission of some users to ...
C. Praveenkumar's user avatar
2 votes
2 answers
809 views

Salesforce Cases vs Opp in Health Cloud

I've been looking over the Salesforce Health Cloud data model and was wondering if anyone could speak to their use of cases: https://developer.salesforce.com/docs/atlas.en-us.health_cloud.meta/...
Brohibition's user avatar
0 votes
1 answer
494 views

Moving Opportunity Team Members from Oppty1 to Oppt2

I want to move all the opportunity team members from one opportunity to another. In terms of the query, I'm able to query all of them with this query : List<OpportunityTeamMember> l = [Select ...
user2582622's user avatar
1 vote
1 answer
244 views

Roll up Opportunity Data to Managers

I am working on trying to show opportunity data roll up to managers and above for all the opportunities owned by users reporting up to them. So basically I want the managers to be able to go to a ...
Amit's user avatar
  • 207
0 votes
1 answer
422 views

OpportunityAccessLevel

I would like to edit 'Opportunity Access' field picklist in Opty Teams objects and I would like to give the users to give only read only access to the opty which is being shared with the opportunity ...
Ata Ali's user avatar
  • 139
0 votes
1 answer
424 views

Impact Analysis: Enable Opportunity Teams

We have been using Salesforce for the last 4 years now and we have got lot of customization done and it's working great. I would like to know if I switch Opportunity teams in production instance now ...
Ata Ali's user avatar
  • 139
0 votes
1 answer
379 views

Different permissions for different opportunity team roles

I am currently setting up team roles for my opportunities. Is it possible to give different roles on the team different permissions? For example, I don't want some of the team members to be able to ...
Lily's user avatar
  • 1,375
2 votes
1 answer
323 views

OpportunityTeamMember query issue

I have a map of opportunity Id and list of opportunityteammember. I have putted in list of opportunityteammember user.Email , User.Name etc. I need to send mail to that user's email address. For that ...
SFDC 44's user avatar
  • 664
0 votes
1 answer
1k views

How to set Account Team Owner?

I need to write custom change owner functionality. I have a checkbox Keep Account Team - Transfers all account team members on the account to the new owner. How to create this functionality? There is ...
Jestilla Zetkin's user avatar
1 vote
2 answers
3k views

Opportunities Team members and opportunity line item

Is there a way to query for the opportunity line item based on the opportunity team member? Currently I am doing this : for { Select Opportunity.name, name from opportunityteammember where name = '...
KLab's user avatar
  • 177
1 vote
0 answers
573 views

Apex Sharing for granting record access to other users

There is a scenario in which an opportunity is created by a Sales User.Hence in this case the Opportunity Owner is the Sales User. This opportunity needs to be teamed up with other sales user so that ...
XYZ's user avatar
  • 11
1 vote
1 answer
437 views

How to filter active users from the following code

if(sobj!=null) { query = 'select Id'; //Gets the details of the sobject Schema.DescribeSObjectResult sobjResult = sobj.getsObjectType().getDescribe(); //Add ...
MnZ's user avatar
  • 3,170
2 votes
1 answer
602 views

Opportunity team filtering users

I'm trying to collect only those users who are ACTIVE and filter out non-active users. Can I filter out users from the following opportunityTeamQuery string that holds a query? String ...
MnZ's user avatar
  • 3,170
1 vote
1 answer
441 views

How to process only active user?

I have a requirement where I need to clone an opportunity to create another opportunity. I have opportunity team member as related list in opportunity. I can successfully copy all opportunity team ...
MnZ's user avatar
  • 3,170
4 votes
1 answer
2k views

How to associate contacts to opportunities?

I need to associate Contacts to Opportunities. One way will be to delete/hide the "New" button, and only leave it on the contact page: That's not acceptable by sales/marketing team. So, what's my ...
Saariko's user avatar
  • 5,610
5 votes
2 answers
2k views

Locking Opportunity Splits

We are looking to enable opportunity splits (enabled in summer 13). Anyone using this along with some approval/lockdown mechanism? Goal would be to prevent the changing of splits once agreed upon. ...
Christoph's user avatar
  • 187
4 votes
1 answer
2k views

Creating Sharing Rules on run-time(While opportunity is being saved/edit) using apex code

Is it possible to create sharing rules at run-time? If yes then please explain how can we do that in save method/trigger? Actually i need to bypass role hierarchy setting and for that i need to ...
Pramod Kumar's user avatar
  • 5,300
4 votes
3 answers
16k views

How to give right to a user to add opportunity team member

I need to give right to an user to "Add" Opportunity Team member on a opportunity but the uses doesn't come higher in the role hierarchy than the owner. Is there any workaround through which user can ...
Pramod Kumar's user avatar
  • 5,300