How to choose Teams in a User lookup from Lead/Opportunity?

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Posted on by Denzo19913

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Hello,

I have a scenario where we want to do the following, on the Lead/Opportunity form we have created a lookup to the User entity where we have created a lookup named Responsible sales manager. This field is later used to send an email after each stage is moving through the BPF, a workflow has been created and everything is working.

But I have the following question, if I want to use Teams in my lookup it's not possible..Do I have to create a user and add a license that has the Email to the team and the team name? Or how should I achieve this? Sales Team Europe and Sales Team Germany are two records I want to include in my lookup from the lead/opp. I have seen that there are inactive users that I could rename and also change the email to the Salesteameurope@hotmail.com email...maybe it's a quick fix but not the right way. How would you achieve this?

Thank you.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

You will not be able to use "Team" entity in your custom "User" lookup. The possible workaround is to create another custom lookup that will point to "Team" entity.

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PS 23,577 on at

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Hi There

I didn’t understand why you need to populate a team in the lookup?

if you’re just after sending an email on stage change; you can do it via workflows or flows to the preferred email address or else you can create a queue for that.

please let me know if this doesn’t help and further elaborate your scenario so we can better understand it and provide a solution.

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ashish12 3,079 on at

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Using Team in a lookup not a good option. I would recommend to use Flow or Workflow. Ping me, I will help you to set up.

Thanks,

Ashish

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Denzo19913 240 on at

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Okay sure, but if I want the sales people to select which is the responsible sales manager of the lead, which lookup should I use so they can define it? I have later created a workflow that starts when moving to the next stage and it sends to the owner of the responsible sales manager field ( which is a user in this case) but sometimes it might be a team, and I want the salespeople to be able to define the Team as a responsible sales manager also. Should I create a user that is named for example Project Team? But then I need to give it a license and might be dumb to use a license for a user which will only be used to send emails.

Any suggestions?

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Denzo19913 240 on at

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Okay, but how to make possible for the salespeople to define who is the responsible sales manager, it can be a team or as a user. Isn't a lookup required for that? And I have created a workflow when the process is moved to the next stage it sends an email to the owner of this field. But right now I only have the lookup for users which doesn't make it possible to choose a team.

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a33ik 84,331 Most Valuable Professional on at

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Owner field is "special" and created by a platform for entities with "User" ownership type. It's not possible to create a custom field that will reference 2 entities user and team at the moment.

The only way for you is the way I mentioned in my first reply - you will have to create 2 fields - one for user and one for team.

Good luck.

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