In standard Salesforce on an opportunity record you click “add” in the opportunity team related list section. You then assign: user, role, and access. I want to be able to do the same thing using Skuid. Can it be done? Thanks.
Question
How to Use Opportunity Teams
+1
+17- Nintex Employee
The Opportunity Team data can be accessed like any other related list. You can follow this tutorial about adding related lists to your page: http://help.skuidify.com/m/getting-started/l/102639?data-resolve-url=true&data-manual-id=9709
A few notes:
- When you build your model to get at the Opportunity team data - look for the OpportunityTeamMember sObject.
- It looks like skuid cannot update the Access value for the team member (or at least I have not been able to do so). You can expose a Sharing button on a detail record, but the team table in salesforce is very effective functionality (If Clunky UI). I’m still digging on that problem.
Let us know if you’ve had success.
+1Rob,
I had the same problem. I couldn’t change the access value either. I’ll probably go with another design solution. Thanks for the response though.
+17- Nintex Employee
I believe you can add an opportunity team member to an opportunity detail record, you just cannot adjust the access level value. So if you have a simply “On / off” rule it might work, but if you want to be able to control more granular access control - Salesforce has not exposed that functionality in a way that Skuid can use it. (or at least that is what I’ve been able to reproduce…) Sorry.
+7Rob, is there any update on this? Have Salesforce fixed the underlying issue so Skuid can now allow edits to this field, or is it still a no-go?
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