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Jagadees Restricting Account Team Members to one person per role
I am trying to create a validation rule that stops a second person being added to the Account Team if there is already someone else on the Account Team in that same role.
For example, there should never be more than 1 Pre-Sales Lead (Account Team role) on any 1 SFDC Account.
Any "No Code" approach possible? Validation rules, as VR are now available onto AccountTeamMember object? Can someone help figure out a way for this?
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For example, there should never be more than 1 Pre-Sales Lead (Account Team role) on any 1 SFDC Account.
Any "No Code" approach possible? Validation rules, as VR are now available onto AccountTeamMember object? Can someone help figure out a way for this?
#AwesomeAdmins #Ask An Expert #DiscussSalesforceQueries
You need to query for the AccountTeamMembers, using no-code approach you can work this out using Flows.