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Topics#Sales And MarketingShruthi GM の質問
Shruthi GM が「#Sales And Marketing」で質問
2019年2月8日 7:04

I have a business requirement to add Account Contacts(i,e Partner Users) to Account teams,later need to add them to Opportunity team

How can I achieve it?

 

Please help.
2 件の回答
  1. Ines Garcia (get: Agile)
    2019年2月8日 7:13
    Hi Shruthi,

     

    So everytime a contact is created should apply to that account oppen opportunities?

     

    and / or

     

    every new opportunity should have as team the same records as contacts in the account?

     

    You fave few options for automation in salesforce, this module tlks about choosing the right tool: https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation/process_whichtool

     

    Hope this helps,

     

    Ines
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