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Find users with specific roles in the Account Team
We are extending the lead object to capture expressions of interest from our website. This means that some new records will be existing contacts and we want to inform either the account manager or client services rep of the expression of interest. I'm messing around with a trigger to do this but as i'm just getting into apex any help would be appreciated.
The flow is:
Lead created
Lead is a contact
Go to the account team and search for Account manager & client services
Update field on lead record with the user name for those roles
Thanks
The flow is:
Lead created
Lead is a contact
Go to the account team and search for Account manager & client services
Update field on lead record with the user name for those roles
Thanks
i will help you regarding this issue. I need more information of this issue.
Regards | Atul
Which objects fields do you want to modify?
Is that ok?