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riShI9999 using picklist value change AccountTeamMember owner
how to achive this requirment? can anybody pls help..
Account: location(pick list custom field),if location is delhi add user_X as accountTeam member, bnglr add user_Y as accountTeam member,
chennai add user_Z as accountTeam member
other add K as accountTeam member...
Rishi,
You use below trigger to create the accountteamMember.. and make sure your Account sharing setting is private
trigger AccountTriggers on Account (Before insert,before update) { set<id>ids=new set<id>(); for(Account a:trigger.new){ ids.add(a.id); } ID userAID = [select id from user where name='test'].ID; ID userBID = [select id from user where name='Testign Tester'].ID; String teamMemberRole = 'Account Manager'; String accountAccessLevel = 'Edit', opportunityAccessLevel = 'Edit', caseAccessLevel = 'None'; List<Account> accounts = [select id,type from account where id=:ids]; List<AccountTeamMember> members = new list<AccountTeamMember>(); List<AccountShare> sharingRules = new list<AccountShare>(); for(Account a : accounts) { if(a.Location__c=='Delhi'){ members.add(New AccountTeamMember(AccountId = a.id, TeamMemberRole = teamMemberRole, UserId= userBID)); sharingRules.add(new AccountShare(AccountAccessLevel = accountAccessLevel, OpportunityAccessLevel = OpportunityAccessLevel, CaseAccessLevel = caseAccessLevel, UserOrGroupId = userBID, AccountId = a.id)); } else if(a.Type=='Chennai'){ members.add(New AccountTeamMember(AccountId = a.id, TeamMemberRole = teamMemberRole, UserId= userAID )); sharingRules.add(new AccountShare(AccountAccessLevel = accountAccessLevel, OpportunityAccessLevel = OpportunityAccessLevel, CaseAccessLevel = caseAccessLevel, UserOrGroupId = userBID, AccountId = a.id)); } } insert members; insert sharingRules; }All Answers
Rishi,
You use below trigger to create the accountteamMember.. and make sure your Account sharing setting is private
trigger AccountTriggers on Account (Before insert,before update) { set<id>ids=new set<id>(); for(Account a:trigger.new){ ids.add(a.id); } ID userAID = [select id from user where name='test'].ID; ID userBID = [select id from user where name='Testign Tester'].ID; String teamMemberRole = 'Account Manager'; String accountAccessLevel = 'Edit', opportunityAccessLevel = 'Edit', caseAccessLevel = 'None'; List<Account> accounts = [select id,type from account where id=:ids]; List<AccountTeamMember> members = new list<AccountTeamMember>(); List<AccountShare> sharingRules = new list<AccountShare>(); for(Account a : accounts) { if(a.Location__c=='Delhi'){ members.add(New AccountTeamMember(AccountId = a.id, TeamMemberRole = teamMemberRole, UserId= userBID)); sharingRules.add(new AccountShare(AccountAccessLevel = accountAccessLevel, OpportunityAccessLevel = OpportunityAccessLevel, CaseAccessLevel = caseAccessLevel, UserOrGroupId = userBID, AccountId = a.id)); } else if(a.Type=='Chennai'){ members.add(New AccountTeamMember(AccountId = a.id, TeamMemberRole = teamMemberRole, UserId= userAID )); sharingRules.add(new AccountShare(AccountAccessLevel = accountAccessLevel, OpportunityAccessLevel = OpportunityAccessLevel, CaseAccessLevel = caseAccessLevel, UserOrGroupId = userBID, AccountId = a.id)); } } insert members; insert sharingRules; }