Greetings! Reaching out to see if there is a way to set a default Opportunity Team by Opportunity Record Type. We have two Opportunity Record Types, e.g., A and B. Each time a new Opportunity of Record Type A is created, we'd like certain individuals added to the team with read/write access (not concerned about splits).
I have found that team members may be added when a certain user creates an Opportunity. Our preference is to have this based on the Opportunity Record Type.
Thank you for your guidance.
This is a good use case for custom metadata.
Create a new custom metadata type for Default Opp team, create records with the User Id, a pick list field for Record Type A and B, and any other info that’ll make it easier for you to manage those records (username, Full Name, etc)
Then build a record triggered flow on Opp, Get the Custom Metadata records where record type = the record type name of the Opp.
Loop through that collection, use an assignment to create a collection of Opportunity Team Members, use the User Id from the custom metadata record to populate the UserId field on the Opp Team Member record.
And then create those records after your loop.
Whenever the default opp teams change or you’re adding a new records type, all you have to do is add a new value to the record type pick list on the custom metadata type and/or edit the existing custom metadata records with new user ids or create new ones.
Let me know if you have any questions.
