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Questions tagged [opportunity-teams]

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0
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1answer
19 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.
0
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1answer
25 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 ...
0
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1answer
31 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 ...
0
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0answers
37 views

Problem with trigger to give read write access to opportunity team membe

I am adding a opportunity team member through the following apex code. private static OpportunityTeamMember createTeamMember(String oppId, String ownerId, boolean bCreateAdv){ ...
0
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0answers
24 views

Auto Revenue Splitting in Opportunities

I have the requirement to add the team member(based on the team role) to the split type = Overlay. I have been successfully able to achieve this via process builder - no issues at all. But my problem ...
0
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0answers
9 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 ...
0
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0answers
25 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 ...
0
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1answer
116 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?
0
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1answer
172 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 ...
8
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2answers
228 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 ...
2
votes
1answer
237 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 ...
0
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2answers
96 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 ...
1
vote
1answer
355 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?
0
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1answer
29 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 ...
0
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1answer
117 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) {...
0
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2answers
178 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 ...
2
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0answers
136 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 ...
0
votes
1answer
690 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 ...
0
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2answers
177 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 ...
1
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0answers
281 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 ...
2
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1answer
166 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/...
0
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1answer
165 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 ...
1
vote
2answers
257 views

How to write a Inner SOQL Queries to Orderby Lastmodified date

In the Opportunity object we have Related Lists like Team Members and Open Activities. I want to get fields like Team Members role = 'AB' along with the open activities details from same opportunity . ...
1
vote
1answer
52 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 ...
0
votes
1answer
168 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 ...
0
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1answer
249 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 ...
0
votes
1answer
129 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 ...
0
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0answers
71 views

How to allow non-opportunity owners to add opportunity team members? [duplicate]

Current Roles hierarchy: Role1 1.1. Role2 1.2 Role3 Oppty owner with role role 2 Now we need the user with role 3 needs to add the oppty team member..is it possible? Note: only with configuration
2
votes
1answer
173 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 ...
0
votes
1answer
370 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 ...
1
vote
2answers
1k 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 = '...
1
vote
0answers
471 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 ...
0
votes
1answer
444 views

Validation Rule on Opportunity Team

I'm looking to make it so that there is only one "Team Member Role" per opportunity, and I'm lost as to where to start since we are just starting to use Team Selling. Can anyone offer suggestions or ...
1
vote
1answer
284 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 ...
2
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1answer
203 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 ...
1
vote
1answer
228 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 ...
4
votes
1answer
983 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 ...
5
votes
1answer
767 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. ...
4
votes
1answer
1k 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 ...
3
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2answers
5k 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 ...
2
votes
2answers
108 views

how to handle roles in an organization

I received following requirement but not able to compile how to do this. where should i start from and which path should i follow to fulfill the following requirements. 1) I need to create a new "...