function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Wesley CWesley C 

Setting Tasks For Reps that ARE NOT Account Owners


At my company we generally have 2 owners on the account, the sales rep (Account Owner) and Account Manager who deals with the day to day stuff.  We deal with these assignments by having an Account Owner for the account record, and an Account Manager lookup field so that they can be assigned as well.


I am trying to set up some auto-tasks for the Account Manager, but it looks like I can only select the Account Owner in the workflow, for the task to be assigned to.  Is there any way I can assign the task to the Account Manager listed in the custom lookup field that we have created?




I cant say this will work, but have you tried using the account teams feature?