How can I take over automatically the account teams into the opportunity teams in salesforce classic
could anybody help me to figure out, how I can automate the following?
I would like to integrate the defined Account Teams into every single Opportunity (new & existing).
How can I do that withou touching every single Opportunity and usig the "add Account Team" - button?
Many thanks in advance for your help and best regards
Stephanie Aeschlimann
3 answers
I think your best bet it this (https://success.salesforce.com/answers?id=90630000000D2WLAA0).
Essentially, you are using Process Builder to call a Flow. The Flow would lookup + store the account team member IDs and then create Opportunity Team Member records.
