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Tag: Grant account team access to specific case

Auto Add Account Team Members to Case Team
After-Save Flow Architect Hands-on Flow Salesforce Flow Service cloud

Auto Add Account Team Members to Case Team

May 20, 2022June 1, 2022 Rakesh Gupta

Big Idea or Enduring Question: How can you automatically add account team members to case team?  How nice would it be if Salesforce auto added users (specified account team role) from Account Team to Case Team whenever a case gets created? Well, we can cajole Salesforce to do just that

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