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James L.James L. 

OpportunityTeamMember trigger only fired in some cases - How to get Personal setting

Hi,

 

#issue 1: OpportunityTeamMember trigger only fired in some cases 

 

I need a trigger which will update numbers after opportunity team member is added or delete. However, I found in following case, the tirgger will not be fired

 

“Add Default Team” on Opportunity team related list in Opportunity view layout

“Add Account Team” on Opportunity team related list in Opportunity view layout

Delete an opporutinty, which will delete OpportunityTeamMember records also

Undelete an opporutinty, which will undelete OpportunityTeamMember records also

 

Any workaround for these cases?

 

#issue 1: How to get Personal setting

I tried to figure out a workround for “Add Default Team” through overwritting it. I tried to read opportunity owner's personal default opportunity team settings, and add them through apex. But how to retrieve Personal setting, like opportunity team settings, through apex. ?

 

Thanks

James

 

James L.James L.

Basically now the OpportunityTeamMember trigger only works with individual add/delete action. does not work with any "group-action" of addl/delete

 

Category

Description

Add

Update open opportunity teams with newly created default team member

Add

Automatically add my default opportunity team to opportunities that I create or open opportunities that are transferred to me

Add

Add default Opp team in related list on opp record

Add

Add Account team in related list on opp record

Delete

Remove default team member  from the relevant open opportunity opportunity teams

 

 

 

theoptheop

James, I'm noticing the same behavior. Did you find a solution? Thanks

 

James L.James L.
OpportunityTeamMember trigger only fired in some cases: This is confirmed from SFDC that it's not fired always How to get Personal setting: It's in the table UserTeamMember: default personal opportunity team UserAccountTeamMember: default personal opportunity team. These are SFDC internal tables. You can see them in IDE
theoptheop

That did the trick thanks.