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How to Have Territory Members Field Pop Up In Account Team Pages as it Does in Opportunities (Doc ID 2519142.1)

Last updated on OCTOBER 30, 2019

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.13.18.10.0 and later
Information in this document applies to any platform.

Goal

There is a functionality on Opportunities object and the expectancy was that something similar to happen for the same area in Accounts, but there are differences and customer needs to know why and how could he get the same functionality from Opportunities also in in Accounts.

Go to Opportunities object > Team subtab > show "Territories" from drop down list => Members column which displays a team icon and upon clicking opens a pop-up showing the members;
Go to Accounts object > Team subtab > show "Territories" from drop down list => Members column which shows some numbers and upon clicking doesn't seem to do anything, even though the mouse cursor changes as if the number is an URL and tries to open something;

How to get a similar pop-up with the Members in Accounts (Members in Accounts is an element that can be found in "Available fields" when editing an Account Details standard layout from App Composer); customization report
 

Solution

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In this Document
Goal
Solution
References


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