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Soumya Basil
Assign Tasks to Opportunity Team
I want to assign tasks to members of the opportunity team. I have seen recommendations of doing this while creating the opportunity team through
workflow. But the tasks might not be pre defined , so I am looking at options to enable this.
Can we do this using Tasks? During creation of a task, how to enable the assignment of the tasks to members of the opportunity team.
workflow. But the tasks might not be pre defined , so I am looking at options to enable this.
Can we do this using Tasks? During creation of a task, how to enable the assignment of the tasks to members of the opportunity team.
Sonam (Salesforce Developers)
You will be able to assign task to multiple users using Task object however, this can be assigned only to Public groups/Roles/Subordinates at this point of time. You will have to custom code in order to assign it to Opportunity team