Create Opportunity Team Member using a Flow

[@ashleighgender9046]

Hi Pratima, what if I did want to make the UserId dynamic based on user role? Could this be done?

[@ContrarianView]

Pratima, great video! Do you do consulting?

[@PratimaShri]

I work for a consulting partner so i can’t consult privately

[@brahmareddy7048]

Can we Update the account team member's name in the custom field on the account? which need to update when add team member for specific role and when delete same role member then need update field with blank. is it possible?

[@PratimaShri]

It should be possible.

[@vrushfashion]

Hi Pratima , how can we display dynamic dashboard on communities ?

[@PratimaShri]

Do the community isers have access to the dashboard? I would think it would be the same way as you would in internal salesforce, as long they have the right license - CC plus or Partner

[@vrushfashion]

@@PratimaShri Thats right ,

[@massimotarquini1168]

I am dealing with opp team members too. But my scenario is different when opp owner changes , reps forget about checking the checkbox “keep opp team members” this causes the opp team members to be erased. Thus I have to restore them.
I tried with an after update nothing, after delete nothing .
(Apparently both events happen after the opp team members are already deleted )
Any insight on this? Ever delt with this before ? Thanks Pratima

[@PratimaShri]

That’s interesting problem, I never had before. There may be a set up for this , let me do some research and get back

[@PratimaShri]

If standard doesn’t work then May be fire a flow on opportunity update to reinsert the team memebers if they don’t exist already

[@vinuthagowdruparameshwarap4043]

Hi @Massimo Tarquini, Were you able to find any solution for the above issue?

[@massimotarquini1168]

@@vinuthagowdruparameshwarap4043 I was not unfortunately

[@vinuthagowdruparameshwarap4043]

@@massimotarquini1168 Thanks for your response.