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Question about retrieving the Sales Account Resource by Groovy

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edited Jul 15, 2020 7:11AM in Sales 3 comments

Summary

Retrieve Sales Account Resource Name by Groovy

Content

Hello all,

 

I have a question about Groovy and was thinking maybe someone from this forum can think along with me. I already have a script and I think it's 95% finished I only need the last part.

 

Our customers wants to show the Service Level Manager (SLM) field on the Account landing page. This SLM field is a custom formula field on the Account object. The SLM Groovy formula should retrieve the team member name of the sales account resource where the function is 'SLM'. So an account can have multiple resources but the script needs to retrieve the resource that has the function SLM and show this on the account landing page of the account records.

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