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SalesforceDevelpment When ever Add/Remove User to/from AccountTeam then Populate the User Field value on Account Field
Hi,
I have a Requirement. That is when ever Add User to AccountTeam(AccountTeamMember Object) we will retrieve Territory# from User and Compare To Account Field Territory# if it is not their we will populate. AND when ever delete User from AccountTeam The Territory# should be remove. we are look for another user with Same Role and populate that user Territory# on Account Field Territory#. But My Understandig is We Cannot write Triggers,Workflows and We cannot create Custom Button On accountTeam Section and we cannot Override Add Button. Could you Please give me the Suggestion how do build this Requirement.
Regards,
Santosh
I have a Requirement. That is when ever Add User to AccountTeam(AccountTeamMember Object) we will retrieve Territory# from User and Compare To Account Field Territory# if it is not their we will populate. AND when ever delete User from AccountTeam The Territory# should be remove. we are look for another user with Same Role and populate that user Territory# on Account Field Territory#. But My Understandig is We Cannot write Triggers,Workflows and We cannot create Custom Button On accountTeam Section and we cannot Override Add Button. Could you Please give me the Suggestion how do build this Requirement.
Regards,
Santosh
If this solves your problem, kindly mark it as the best answer.
Regards,
Magulan
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