AnsweredAssumed Answered

Assign Team on new record creation

Question asked by Fabian Varasteh on Sep 18, 2019
Latest reply on Oct 8, 2019 by B_Canales

Hi all,

 

we are currently looking into segregating our system by teams.

Previously we already had teams assigned to users, but all records in our system were defaulted "Global".

 

I started changing all existing account teams and split them into our three business regions AMERICAS, APAC and EMEA.

 

My issue now is, how do I make sure that every time a new record gets created the correct team gets assigned to the record and that it overrides the "Global" team?

What is the best way to make use of Business Processes to change the team assignment on all records?

And do I have to set up separate business processes for each module?

 

Many thanks and kind regards,

Fabian

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