[SalesForce] How to give right to a user to add opportunity team member

I need to give right to an user to "Add" Opportunity Team member on a opportunity but the uses doesn't come higher in the role hierarchy than the owner.

Is there any workaround through which user can see "Add" button on opportunity Team member without having higher role than opportunity Owner?

Thanks in advance

Best Answer

Opportunity Team Members cannot be created unless you are the owner of the Opportunity or are above the role hierarchy.

However, there are two ways you can achieve this:

1) Create a Visual force page and then have the logic to add/delete Team Members

2) Create a custom object and write a trigger on the custom object to add team members. Since triggers run on system context, it will create the team member.

Hope it helped.

Related Solutions

[SalesForce] Does a user need to be the Account Owner to add Opportunity Team Members

Initially, there was a bug in Winter '13 that would only allow the Account Owner to add members to Opportunity Team. This was listed on the Known Issues site (http://success.salesforce.com/issues_view?id=a1p30000000SU3hAAG) but should have been fixed since about two weeks.

Please give it another try and I think you will be happily surprised. :)

[SalesForce] Creating Sharing Rules on run-time(While opportunity is being saved/edit) using apex code

AFAIK you cannot create a sharing rule at runtime. But yes you can share the opportunity to the user (which as per you question is a field in the oppty). You can insert a record in the opportunityShare object which will give either read or write access. You can add the below code in the an after insert trigger / after update trigger of opportunity.

opportunityShare opptyShare = new opportunityShare();
opptyShare.OpportunityAccessLevel = 'Read';// other values that can be added are 'Edit' and 'All'
opptyShare.OpportunityId = opptyID; //add the oppty Id which you want to share.
opptyShare.UserOrGroupId = userId; //add the UserId which to which you want to share the oppty
insert opptyShare; // insert the oppty share records.

Best Answer

Related Solutions

[SalesForce] Does a user need to be the Account Owner to add Opportunity Team Members

[SalesForce] Creating Sharing Rules on run-time(While opportunity is being saved/edit) using apex code

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