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Topics#Data ManagementCallum Bailey's Question
Callum Bailey (Hitachi) asked in #Data Management
Dec 3, 2018, 11:41 AM

Add account team member to all child and parent accounts in the hierarchy

Hi, please could someone help with this issue, we have been given a list of accounts that we need to add users to via the account team object, the issue is we only have one account number but there there is lots of accounts in the hireacy and we need to add them to all, is there a way to say if an account team member is on one account add him to all in the hierarchy?
5 answers
  1. Amnon Kruvi (The Architech Club)
    Dec 3, 2018, 12:25 PM
    Well, it isn't available declaratively easily - but I reckon one could achieve this with a flow.

     

    The flow would accept a user ID and account ID as input variables, query any parent and child accounts using two lookup steps, and then create account team member records for each of those accounts. Probably not a simple flow, but possible.
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