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#Opportunity Team Members0 utenti parlano di questo argomento

Our opportunity object is private, but we created a sharing setting that allows read/write access to all users. However, only the owner of the opportunity is able to add opportunity team members. How can we grant access to anyone to add team members? We dont want to give them modify all access on their profile (although we gave view all / modify all for the opportunity team member object in their profile and it didn't fix it). We also do not want to give them a role above everyone else in the org. 

 

#Opportunity  #Opportunities  #Opportunity Team  #Opportunity Team Members  #Sales Cloud

1 risposta
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    22 lug 2021, 21:03

    Hello,

     

    In order to add a Opportunity Team Member you need the following permissions;  (1) Read on Users

    (2) Edit on Opportunities (3) Be the Opportunity Owner or above in the role hierarchy

     

    I'm afraid there isn't another way to add teams members without using a custom automation for example you could have a Screen Flow to add members that runs a 'System' that should do the trick.

     

    Thanks, Tom

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5 commenti
  1. 18 ago 2015, 12:47
    Thanks! I'll give it a shot. I'm still relatively new to flows (I've only built 6 or 7) so thanks for the help.
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I'm trying to make a challenging report and I am about 1 step away from it satisfying what the user wants.

It is a My Team-Selling Opportunities and I need it to only return records where the running user is a certain role.

As it stands, it will pull back anything where they are on the team/opp owner. I need it to only pull things back if they are role X.

Cannot quite take the final step in making this.

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Hi,

I have a manager who wants to be added automatically to an opportunity team if one of his team creates an opp with a total over a specific amount. Is it possible to do this via a workflow or will I have to create a trigger?

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3 commenti
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