Not Possible To Send Workflow On Account To Account Team Members
Last updated on JUNE 21, 2016
Applies to:Oracle Fusion Sales Cloud Service - Version 22.214.171.124.0 and later
Information in this document applies to any platform.
How to send workflow emails on Account to Account Team Members
We are implementing Sales Cloud R10 integrated to JDE and we have the following requirement:
When an account is created in Sales Cloud, a team is added to the account through Territory Management, with the Customer Service and Business Developer.
We have defined an event, which is the moment the account is sent to JDE upon a checkbox and we need to notify all the people in the account team + the manager of the owner about this event.
We configured this workflow but realized that we don't have the same options in Sales and Common applications.
In fact, in Sales, in the Relative users on record, we have the Sales Lead team. In Common, on Account, this option is not available.
Our first question is when will it be available?
Sign In with your My Oracle Support account
Don't have a My Oracle Support account? Click to get started
My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms