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We are thinking of enabling opportunity selling teams. We have a custom object that has a lookup field to the Opportunity. Is there anyway to also automatically display the selling team members and rolls on this custom object? We would want it to reflect the selling team associated with the related opportunity. It wouldn't be used to grant or deny access to that record, but for reporting purposes.
3 risposte
  1. 24 apr 2012, 00:32
    The only way to do this is using Apex to create the Opportunity Team member association with the related custom object.
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