Questions tagged [opportunity-teams]
The opportunity-teams tag has no usage guidance.
50
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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 ...
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54
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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 ...
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126
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 ...
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360
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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 ...
user120280
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326
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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 ...
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1
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287
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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(
...
2
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0
answers
95
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 ...
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2
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483
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": {
...
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1
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520
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 ...
- 91
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108
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 ...
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106
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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 ...
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1k
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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 ...
- 666
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56
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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
- 41
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1
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976
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 ...
- 133
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1
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2k
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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.
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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 ...
- 426
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570
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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 ...
- 183
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20
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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 ...
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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 ...
- 426
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1
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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?
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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 ...
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2
answers
2k
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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 ...
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3
votes
1
answer
4k
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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 ...
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319
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 ...
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810
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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?
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82
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 ...
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1
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2k
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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) {...
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2
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931
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 ...
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0
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367
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 ...
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3k
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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 ...
- 1,807
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2
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2k
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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 ...
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0
answers
1k
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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 ...
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2
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759
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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/...
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455
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 ...
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1
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207
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 ...
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405
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 ...
- 139
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419
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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 ...
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1
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357
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 ...
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1
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314
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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 ...
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1k
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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 ...
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2
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3k
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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 = '...
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0
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572
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 ...
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432
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 ...
- 3,152
2
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1
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569
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 ...
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423
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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 ...
- 3,152
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votes
1
answer
2k
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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 ...
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votes
2
answers
2k
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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. ...
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votes
1
answer
2k
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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 ...
- 5,300
4
votes
3
answers
15k
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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 ...
- 5,300
2
votes
2
answers
145
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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 "...
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