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Ankit Kalsara 6Ankit Kalsara 6 

How to access Predefined Case team members

Hi all,

I have certain Contacts which are part of Predefined case team.

When the Case is created by a particular Contact(say ABC), I want to send notificaiton to ALL the contacts(say ABC,JKL,XYZ) which are part of SAME predefined case team(team 1) as the contact who created the case.

I cannot write SOQL on PredefinedCaseTeamMember. However I can see that all the 3 contacts are linked to same team when view the records via Power BI.

User-added image
Best Answer chosen by Ankit Kalsara 6
SarvaniSarvani
Hi Ankit,

Try using below query: 
Select Id ,teamTemplateId,MemberId from CaseteamtemplateMember where teamtemplateid=' Your Predifned case team Id'
In your case teamteamplteId will be like '0B...........SAU' as in the image.

However, you can send email alert using workflow rules. -> Email alert action and choose recpient type as case team (As shown in the image) which will show up your predefined case team. This will alert all the users in the team.
User-added image

Refer to this link on Email alert for case teams https://help.salesforce.com/articleView?id=caseteam_setup_email_alerts.htm&type=5 (https://help.salesforce.com/articleView?id=caseteam_setup_email_alerts.htm&type=5)

Hope this helps! Please mark as best answer if it does.

Thanks

All Answers

SarvaniSarvani
Hi Ankit,

Try using below query: 
Select Id ,teamTemplateId,MemberId from CaseteamtemplateMember where teamtemplateid=' Your Predifned case team Id'
In your case teamteamplteId will be like '0B...........SAU' as in the image.

However, you can send email alert using workflow rules. -> Email alert action and choose recpient type as case team (As shown in the image) which will show up your predefined case team. This will alert all the users in the team.
User-added image

Refer to this link on Email alert for case teams https://help.salesforce.com/articleView?id=caseteam_setup_email_alerts.htm&type=5 (https://help.salesforce.com/articleView?id=caseteam_setup_email_alerts.htm&type=5)

Hope this helps! Please mark as best answer if it does.

Thanks
This was selected as the best answer
Ankit Kalsara 6Ankit Kalsara 6
Hi Sarvani,

Thank you for the query. This is what I was looking for. 

I cannot use the email alert since the Case team will change based on the Contact (whereas in Email alert we need to provide particular Case team).

I will achieve the email functionality via apex.

Thanks again.