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Stephanie Canales (Global Imaging, Inc.) a publié du contenu sur le fil de Brent Downey

@Brent Downey Couple of questions for you (1) I find it difficult to use the Success Community for posting answers and receiving questions because I don't know how best to do this. Can you point me in the right direction for best practices of (a) Where best to post a question?  Does it depend on the type of question you're asking and the response you're hoping to receive? (b) Where will I find the answers and how will I get notified i.e. do I have to be a member of the group I'm asking and have my email notifications turned on to receive the response immediately? (2)  My company has Premier + Admin support, although I'd rather try to find the answers on my own, I called them yesterday to see if there was a way to auto-populate/import an Account Team Member based on the State of said account.  The response was that this had to be done manually and I find that hard to believe.  EX:  Account A has John Doe as it's Account Owner.  I would like to add an Account Team Member to this Account based on the State in which the Account is located as I have a few inside sales reps that need to be associated with the Accounts in their territories.  I was told this couldn't be done through Process Builder or a Workflow.  Do you know if there is any automated way to do this as the idea of manually entering an Account Team Member on the hundreds of accounts we have in the system seems like a poor use of time or is this truly the only way to do this and I should post it as an idea?  Any help you can lend would be appreciated!  Thanks in advance!

2 commentaires
  1. 16 oct. 2015, 21:40
    Brent - thank you so much for your detailed reply! I am so appreciated of the time and thoughtfulness you put into this. Have a great weekend as well!
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