Jonathan Major - 1 year ago
Hi All. I built a custom object for my customer called 'Team' and surrounded it with the necessary triggers. It works identical to the Account Team functionality without having the 'Default' account team function. If anybody wants the code, please contact me and I can deploy the package to your org. I can't charge for it because my bet is that this issue will be resolved soon. I built it so that when Account Teams eventually allow triggers, all you have to do is run a Team report and using data loader reload the data in Account Teams, then shut off the triggers and of course change the related list to take out Team and add Account Team. It also has a nice feature that auto-adds the same account security (via APEX sharing) to related records which are not master-detail. That way the same account security is applied to the related records. I can be reached at email@example.com if interested.
The Cloud Solution Experts, LLC - 1 year ago
Now Available on the AppExchange! - Custom Account Team Management System (CATMS) - The CATMS app allows you to build triggers and other automation that will execute when Account Team Member Records are Created, Edited or Deleted, while maintaining and enforcing access security and standerd functionality for Account Teams.