CRM On Demand - Administration (MOSC)

MOSC Banner

Default Opportunity Team Role

edited Jun 11, 2013 11:07AM in CRM On Demand - Administration (MOSC) 4 commentsAnswered
Hi,

I want to pre-populate the Opportunity Team role to owner when an Opportunity record is created. I tried to have a default formula  on the field Team role of Opportunity Team record type  but no luck. Any ideas how to do this

IIf([<OpportunityAccess>]= 'Owner','Owner','Inside Sales') and I havethe Post default setting checked.

Thanks

Howdy, Stranger!

Log In

To view full details, sign in to My Oracle Support Community.

Register

Don't have a My Oracle Support Community account? Click here to get started.

Category Leaderboard

Top contributors this month

Instructions for posting

×

1. Select a discussion category from the picklist.


2. Enter a title that clearly identifies the subject of your question.


3. In the body, insert detailed information, including Oracle product and version.


Please abide by the Oracle Community guidelines and refrain from posting any customer or personally identifiable information (PI/CI).


Cloud / Fusion customers - Our Cloud community has moved! Please go to Cloud Customer Connect .


New to My Oracle Support Community? Visit our Welcome Center

MOSC Help Center