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tonante Keep Opportunity Team Members using Apex when Changing Account Owner who is also an Account Team Sales Director
HI: I just wanted to solicit comments or ideas concerning this issue:
We need to programmatically keep the Opportunity Team Members and Send an email to the new account owner instead of doing it manually. So we'd use a trigger.
I know there is an idea out on the Success Community which is up for votes on how to handle this but has not reached the vote limit to pass yet:
https://success.salesforce.com/ideaView?id=08730000000cGUJAA2
However can't we just do these following procedural steps in Apex? Please let me know your ideas or comments because I really want to know if this makes any sense before I code it. Thanks much for your help:
If account owner is changing:
We need to programmatically keep the Opportunity Team Members and Send an email to the new account owner instead of doing it manually. So we'd use a trigger.
I know there is an idea out on the Success Community which is up for votes on how to handle this but has not reached the vote limit to pass yet:
https://success.salesforce.com/ideaView?id=08730000000cGUJAA2
However can't we just do these following procedural steps in Apex? Please let me know your ideas or comments because I really want to know if this makes any sense before I code it. Thanks much for your help:
If account owner is changing:
- Select each Opportunity Team Member (OTM) object using the Opportunity's Account Id
- Delete the old Account Team Member (ATM) Role of Sales Director
- Store the OTM object in a list of OTMs
- Insert the new Account Owner as the ATM's new Sales Director.
- Upsert the OTM list.
- Send email to the new Account Owner.