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Steve Cairney Process builder to create custom object for each opportunity split team member
Hi all, I'm not sure if this is the right section for process builder but....
I have successfully created a process that creates a custom object (commission__c) when an opportunity closes. The flow gives the new object the same owner as the opportunuty and is related to that opportunity. (there is a lookup relationship for the opp on the commissions object)
However, I would like to run the same logic but with Team selling enabled.
Example, the same opportunity closes but this time there are 2 team member, user A, user B. When the opp closes, two commission objects should be created in the name of user A and user B.
This doesn't seem to be possible initially, but I'm hoping someone might be able to shed some light. I thought perhaps I'd need to create a relationshop on the custom object between split or teams but there's no option.
I have successfully created a process that creates a custom object (commission__c) when an opportunity closes. The flow gives the new object the same owner as the opportunuty and is related to that opportunity. (there is a lookup relationship for the opp on the commissions object)
However, I would like to run the same logic but with Team selling enabled.
Example, the same opportunity closes but this time there are 2 team member, user A, user B. When the opp closes, two commission objects should be created in the name of user A and user B.
This doesn't seem to be possible initially, but I'm hoping someone might be able to shed some light. I thought perhaps I'd need to create a relationshop on the custom object between split or teams but there's no option.