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paul.magpaul.mag 

Automatically add experts to Opportunity Team

I want to add a competitor picklist to my opportunity record and if a certain competitor is slected I want to add people who know about that competitor. I imagine i'd update their user page with a custom field that specifies which competitor they are subject matter experts on. It'd also be good if the opportunity owner was directed to a chatter group about the competitor.

 

Thanks in advance

 

Paul