How nice it would be if Salesforce auto adds a user (specified user) to Default Account Team for each new users? Well, we can cajole Salesforce to do just that by leveraging Process Builder and Visual Workflow!
An Account Team is a set of users that usually work together on an Account. A typical Account Team may include Account Manager, Sales representative, Legal advisor, etc. In Salesforce, a user can define Account Team in two places as follows:
1. Define Default Account Team on user’s record.
If a user selects Automatically add my default account team to accounts that I create or accounts that are transferred to me checkbox then Salesforce will auto add Default Account team members to new account.
Once a new user is successful logged into Salesforce, the next task is for them to set up preferences for email and adding members to Default Account and Opportunity Teams. Although organizations have onboarding training for new users, at times, a user may miss setting up critical settings. If so then, why not leverage Process Builder and/or Visual Workflow to avoid such mishaps? Let us see how to get started on working smarter by tackling a business use case.
Business Use Case
Martin Jones is working as a System Administrator at Gurukul on Cloud (GoC). At GoC they use Account Team to easily track collaboration on Accounts. They have a Legal Advisor (Sarika Gupta) who helps them on legal side for all deals. Martin has received two requirements from the higher management:
- Add Sarika Gupta, a Legal Advisor, to the Default Account Team, on the new user’s record. So that, when an account owner clicks on Add Default Team (Using button available on the Account Team related list) or selects Automatically add my default account team to accounts that I create or accounts that are transferred to me checkbox, it will add Default Account Team members to Account Team on an account record.
- Add Sarika Gupta as Legal Advisor to all new accounts (This would work in cases where a user does not select Automatically add my default account team to accounts that I create or accounts that are transferred to me checkbox). Blog 81
They wanted to grant following access to legal Advisor as stated below:
Contact :- Read
Opportunity:- Read Read the rest of this entry!