ER - Defining Rule Based Assignment Based On Fields From Related Objects (Doc ID 2325109.1)

Last updated on DECEMBER 22, 2020

Applies to:

Goal

On : 11.12.1.0.0 version, Opportunities

Defining Rule based assignment based on Fields from related Objects

Is it possible to use fields from related objects while defining rule based assignment?

For example, we have 'Opportunity Type' field which present in Both Opportunity Object as well as Resource Object of Accounts(Account Sales Team)
So whenever the value of the 'Opportunity Type' updated in Opportunity , all the resources who has the same Type value should get added to Opportunity sales team.
For this While defining the rules in Opportunity we would need to access fields from other entity(In this Case Resource Object)
 

Solution

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