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Sales Cloud - Automatically populate Sales Organization on Account team from Employee Record

joelramirez
Participant
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262

There are some party roles associated to an account that can be specified uniquely by sales organization.

The requirement is to have the system automatically populate the Sales Organization based on the Employee record Sales Cloud.

The steps would be:

  • Select account
  • Click on Account team
  • Click on add role
  • Select Account Manager
  • Select employee
  • Have the system automatically filled the Sales Organization with USA from the employee record

Do you know if there is anywhere in config to do this determination in the account?

I appreciate any help.

Joel Ramirez

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Answers (1)

Answers (1)

PrasanthArya
Product and Topic Expert
Product and Topic Expert
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