Automatically Assigning Team Role to Opportunity Team Members

(Doc ID 2364167.1)

Last updated on FEBRUARY 21, 2018

Applies to:

Oracle CRM On Demand - Version 031CS and later
Information in this document applies to any platform.

Goal

 When Assignment Manager rules assign users as team members on an Opportunity record, I would like to assign ‘team roles’ to the members as they are assigned, so that the user does not need to manually update the ‘Team Role’ field later for all the members added to the Opportunity. How can I achieve this?

Solution

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