An Opportunity team is a set of users that usually work together on an opportunity. A typical Opportunity Team might include the account manager, the sales representative, and a pre-sales consultant. In Salesforce a user can follow Chatter groups or Records. As of now, Salesforce does not have any out of the box functionality to auto follow records when a user is added to a team or etc., apart from the Automatically follow records that you created. Let’s start with a business use case
Business Use Case
Rachel Gillett is working as System administrator in Universal Container. She has received a requirement from the management when a new user is added to the Opportunity team, then auto adds him as Opportunity follower.
Solution for the above business requirement
There are a few possible solutions for the above business scenario, but we’ll use Flow and Process Builder to solve the above business requirement. Follow the below instructions to create a Process Builder and Flow to resolving the above business requirement
1. click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
2. Click on New Flow, it will open the Flow canvas for you. Now create an SObject Variable Sov_OpportunityTeamMember to store the Opportunity Team Member data (we will pass the value through Process Builder), as shown in the following screenshot
SObject Variable
3. The next step is to use EntitySubscription object to check whether the Opportunity team member is already following the Opportunity or not. To do this drag-and-drop a Record Lookup (Enter the name Check follower detail) onto the canvas and map the fields according to below details
- Select Object EntitySubscription
- For criteria select ParentId= {!Sov_OpportunityTeamMember.OpportunityId} and SubscriberId= {!Sov_OpportunityTeamMember.UserId}. Save the record Id in one Text variable as shown in the following screenshot
Check follower detail
4. Based on {!VarT_SubscriberDetail} we will decide whether we have to add a new Opportunity Team Member to Opportunity follower or not. Drag-and-drop a Decision Element (Enter the name Add as follower or skip) onto the canvas and map the fields according to the following screenshot
Add as a follower or skip
5. The final step is to add a new opportunity team member to Opportunity follower. To do this drag-and-drop Record Create element (Enter the name Opportunity team member to Opportunity follower) onto the canvas and map the fields according to below details
- Select Object EntitySubscription
- For criteria select ParentId= {!Sov_OpportunityTeamMember.OpportunityId} and SubscriberId= {!Sov_OpportunityTeamMember.UserId}, as shown in the following screenshot
Opportunity team member to Opportunity follower
6. Finally, your Flow will look like the following screenshot
7. Save your flow with name Add OTM to Opportunity follower and close the canvas. Don’t forget to Activate the Flow.
Launch a Flow from Process Builder
Our next task is to create a Process Builder on the Opportunity Team Member object to launch a Flow. To create a Process Builder on the Opportunity Team Member object follow the below instructions
1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder and click on the New button, Enter Name, API Name and then click on the Save button
2. To create a new process from scratch, click on the New Button available on Process Management page. A popup will appear where you have to enter the Name (Use Add OTM to Opportunity follower PB as name), API Name and Description as shown in the below screenshot
Define Process Properties
3. Click on Object node to add object and then select Opportunity Team Member object. For the entry criteria, Select only when a record is created, as shown in the below screenshot
Evaluation Criteria
4. The next task is to add Process Criteria, To do this click on Add Criteria, enter Name, Type of action and set filter conditions (In this case select No criteria—just execute the actions!) and click on the Save button as shown in the following screenshot
Process Criteria
5. The next step is to add an Immediate action to Process. Click on Add Action (Under Immediate actions), Select the type of action to create (In our case Flows), and then fill out the fields to define the action, as shown in the following screenshot
Add action – Flows
6. Once you are done, click on the Save button, it will redirect you to Process canvas. Finally, the Process will look like the following screenshot
Don’t forget to active the Process by clicking on the Activate button.
It’s time to test this feature
1) Navigate to the Opportunity tab, identify the Opportunity and click on Opportunity Name.
Opportunity with no Team Members
2) Now I’m going to add user Brendon Schaefer to the Opportunity Team member, as shown in the following screenshot
Final output
Note: – I will suggest you to implement this first on your developer org, test it and then move it to production.
