Copy Account Team to Opportunity Team | Flow Builder Series

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SFDC Panther+

SFDC Panther+

Күн бұрын

Пікірлер: 8
@ameensams
@ameensams 2 жыл бұрын
Awesome as always. One question, why are you adding to the list before preparing the record?
@donnaguimond291
@donnaguimond291 Жыл бұрын
How would I send an email to the opportunity team?
@sandeepriyanu
@sandeepriyanu 3 жыл бұрын
Awesome..
@gayathriattur7424
@gayathriattur7424 3 жыл бұрын
Awesome video, could you please explain how to achieve the below requirement, thanks. When the Account team role is created Opportunity Team Role should create to all related Opportunities.
@sfdcpanther
@sfdcpanther 3 жыл бұрын
You need to create a record trigger Flow on Account Team. Query the account related opportunity. Loop with all the opportunity Prepare the opportunity team records and add it to collection variable Create the opportunity team
@RamBabu-wb5ok
@RamBabu-wb5ok 2 жыл бұрын
I have tried the same by creating the flow, but I'm getting the error "The flow failed to access the value for AccountTeamLoop.TeamMemberRole because it hasn't been set or assigned." but it's working fine when I hard code the values. May I know why I'm getting this error?.
@sfdcpanther
@sfdcpanther 2 жыл бұрын
Looking at the error it seems that TeamMemberRole is blank
@dontgiveup7200
@dontgiveup7200 2 жыл бұрын
You are super bro.
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