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Tag: Adding member to opportunity team through Process Builder

Auto Add Members to Account Team
After-Save Flow Architects Sales cloud Salesforce Flow

Auto Add Members to Account Team

May 21, 2022July 11, 2023 Rakesh Gupta

Big Idea or Enduring Question: How can you automatically add specific users to the account team? Once an Account Manager creates a new account, the Manager can add a team member, or multiple team members, to an Account Team. This blog is a sequel to my previous blog – Auto

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