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Auto Create Account/Opportunity Team Members
Auto Create Account/Opportunity Team Members
Engineering Swantide avatar
Written by Engineering Swantide
Updated over 2 years ago

Salesforce's Account & Opportunity Teams allow you to associate multiple users and roles with one Salesforce record. You have the option to:

  • Assign team members individually on each record

  • Create default account & opportunity teams (useful if the same AE and SDR work together on all opportunities, for example).

  • Automatically create Account/Opportunity members based on criteria on the Account/Opportunity. A common example we see here is assigning different CSMs to an Account based on Employee Size or revenue.

If you want to auto create account/opportunity team members, please specify the Salesforce user(s), role(s) and criteria for assignment.

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