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PhylPhyl 

Workflow on custom objects using sales team

I have a custom object that is related to an opportunity. Is there a way to trigger a workflow when the custom object is created/updated to assign a task to a sales team role? I only seem to be able to use the sales team roles on workflows on the opportunity?

 

Thanks

Phil

Message Edited by Phyl on 03-25-2009 01:24 AM
CMaineCMaine
Just a thought- but if this is a master-detail relationship then you can add a roll-up summary count to the opportunity and use the workflow to add tasks whenever that field updates. You can then reference your info on the opp record too on the task.