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Jagadees
Validation on Account team roles
I have a business scenario where there should never be more than 1 XXXX EGM and 1 XXXX SAE (both these are Account Team roles) on any 1 SFDC Account. So I want to create a validation to prevent users from adding another duplicate XXXX role to an Account? The user should not be allowed to save the record if a duplicate XXXX roles already exists at the Account Team.
Business want to do it with "No Code" approach, if possible. Instead want to achieve this with the OOB functionalities. Can someone help figure out a way for this?
Business want to do it with "No Code" approach, if possible. Instead want to achieve this with the OOB functionalities. Can someone help figure out a way for this?
Thanks,