You can build a flow to auto-populate the Opportunity Team based on Sales Engineer assignment from a custom field on the Opportunity Object. This flow populates the Sales Engineer’s view in Vivun.
Note: These are sample instructions that do not take into consideration any current customizations to your specific Salesforce org. Be sure to test and make changes as necessary.
Getting Started
Login to Salesforce.
From Salesforce Setup, navigate to Process Automation > Flows > New Flow.
Create a new Record-Triggered Flow.
Set Flow Record-Trigger Criteria
Configure the following trigger criteria:
Select Object = "Opportunity"
Configure Trigger = "A record is updated"
Set Entry Conditions = "All Conditions Are Met (AND)"
Field = {{Custom Field Customer Uses to Track SE Resource}} - in this case, it's called "Sales_Engineer__c"
Operator = "Is Changed"
Value = "$GlobalConstant.True"
AND Field = {{Custom Field Customer Uses to Track SE Resource}}
Operator = "Is Null"
Value = "$GlobalConstant.False"
When to Run the Flow for Updated Records = "Every time a record…"
Optimize the Flow for = "Actions and Related Records"
Create Records
You now see your Start to the flow with surrounding whitespace.
Click + for Add Element, and select Create Records under Data.
Configure the following from the New Create Records Box:
Label = "Create Opportunity Team Member from Sales Engineer Field"
API Name - this should auto populate
Description - optional
How Many Records to Create = One
How to Set the Record Fields = Use separate resources, and literal values
Create a Record of This Object = "Opportunity Team Member"
Field = UserId, Value = {!$Record.Sales_Engineer__r.User_ID__c}
+Add Field = OpportunityId, Value = {!$Record.Id}
+Add Field = TeamMemberRole, Value = Sales Engineer
+Add Field = OpportunityAccessLevel, Value = Read/Write (aka Edit)
Click Done.
Two items appear in your whitespace
Save and activate your new flow!
