How to Use Opportunity Teams

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  • Updated 3 years ago
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.
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Aaron

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Posted 4 years ago

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Rob Hatch, Official Rep

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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. 

 
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Aaron

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Am I understanding correctly that Skuid cannot be used to add Opportunity Team members?
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Rob Hatch, Official Rep

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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. 
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Gary

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Rob, 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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Aaron

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Rob,

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.