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Former Member
Jul 13, 2016 at 10:25 AM

Custom action to add a new sales team member with a specific role

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Hi Experts,

We want to add new sales team member with a role for e.g. Technical sales executive in involved parties and that person will be a specific employee.

For e,g, If opportunity category is "Prospect for Sales" then in Involved parties there should be a automatic role defined "Technical sales executive" with name "ABC" who is an existing employee.

I will use workflow to trigger this action but I don't know how to define this type of business logic in custom action. Plz. help..

Thanks & Regards,

Pragati

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