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Query Accounts without a certain Account Team Member Role

  • July 12, 2024
  • 1 reply
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I’m trying to build a list of accounts that do not have an SDR on the Account Team (AccountTeamMember)

Is there any way to query accounts that do not have a certain account team member role related to it?

I’ve tried a subquery where the TeamMemberRole does not contain ‘SDR’ but it isn’t working as I thought it would.

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  • Nintex Employee
  • 3763 replies
  • July 12, 2024

You are on the right track with a subquery condition. You need to filter Accounts where the AccountID is NOT IN the results of the subquery returned from the AccountTeamMember object.

I’ve done a similar thing with opportunities and line items in the example page attached below.

 

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