Notifications
Announcements
No record found.
Hi,
I have accouts which connect with teams.
After account creation one team also created by internal flow.
I want assign sales person role to team after account creation.
Please let me know any idea without custom workflow.
Hello,
You can use Flow for this purpose.
Hi Andrew Butenko,
Could you please explain how to do using flows.
There is no option available to assign role.
There is N-N relationship behind this security so... use "Relate Entities" in order to achieve that. As an example you can check this post - tattooedcrmgirl.com/.../
In my scenario team in side the account record.
I want assign this team to security role.
Please let me know any reference.
What reference are you asking about? Your scenario is pretty unique so I don't think anyone has posted it. So if you want to implement your requirement take the article I provided and implement your scenario.
Good luck.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Martin Dráb 47 Most Valuable Professional
André Arnaud de Cal... 38 Super User 2025 Season 2
#ManoVerse 31
