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Anas Alamour
my team leads
i have a requirment to create list view on lead object to present the leads owned by any any active user in the user's business team. i know this feature is not avaliable in salesforce, what is avaliable i nsalesforce is :
what i am trying to implement it is "My Team's Lead" list view , that means any lead owned by me or anyone in my team. the nearest implementation for the team in my org is the user public group. my idea is creating a new formula checkbox field in the lead object named "My Team" and set this checkbox to True if the lead owner is any user in any public group of the user public groups. my question is : can i do that in salesforce in my case ? if yes , how i do this checking ?. if not , is there any suggsted solutions to implement this requirment ?
- All leads
- My Leads
- Queue Lead
what i am trying to implement it is "My Team's Lead" list view , that means any lead owned by me or anyone in my team. the nearest implementation for the team in my org is the user public group. my idea is creating a new formula checkbox field in the lead object named "My Team" and set this checkbox to True if the lead owner is any user in any public group of the user public groups. my question is : can i do that in salesforce in my case ? if yes , how i do this checking ?. if not , is there any suggsted solutions to implement this requirment ?
Prathyusha Balguri 4
Anas, You can create a checkbox formula field with formula Owner:User.UserRoleId = <Role ids of your team>