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(OBX) Account Team Sync for Precursive OBX

  • 05-Mar-2025
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    Title
    (OBX) Account Team Sync for Precursive OBX
    URL Name
    Account-Team-Sync-for-Taskfeed-1610727791384
    Body

    Role-Based Assignment:

    Account Team Sync for Precursive OBX new from Spring 20 (15.20 and above)

    If you work with Account Teams, you can sync Team Member Roles with Precursive OBX Board Team Members. This way, when a Precursive OBX Task is created and linked to an Account it can automatically be assigned to specific users within the Account Team.
    You can also assign users and define Team Roles across Precursive OBX Boards, Tasks and Task Templates independently from Account Teams. Adding Board Members in Precursive OBX will not impact the Account Team.
    ✳️Account Team Sync is an add-on feature of Precursive OBX which needs to be installed separately. If you wish to add this feature to your Org, please contact support@taskfeedapp.com.
    💡Before installing the Precursive OBX Account Team Sync add-on package,Account teams must be set up in Salesforce for your Org.
     
    Once Account Teams is Enabled

    1. Install the Account Team Sync Add-on package in your Org with the link provided to you by our team. You must be on version 15.20 of Precursive OBX or above for the add on package to deploy

    2. When the installation is complete, go to Setup > Custom Settings > Precursive OBX Setting

    3. Click Manage

    4. Click New, add in with name of “ACC_TEAM_SYNC” and value “true”

    5. Click SAVE

    User-added image
    Configure Team Member Roles

    Next, you will need to set Account Team Members and Board Team Members, so their labels match. The Team Roles you use in Account Teams must have matching names in Precursive OBX Team Roles so that members of an ACCOUNT Team can be assigned to Precursive OBX Tasks by their role.

    AccountTeam Roles can be customized and configured to suit your business requirements:

    1. Go to Setup > Object Manager and select the Account Team Member object.

    2. Click on Fields & Relationships and select the Team Role field.

    3. Under Team Role Picklist Values, you can rename, delete, or deactivate any existing Team Role values. You can also create additional ones by clicking New.

    Next, make sure Precursive OBX has the same role names configured.

    1. Go to Setup > Board Team Member > Fields & Relationships > Role

    2. Find the existing Roles under Values.

    3. If those don’t match your requirements, click on View Team Role Value Set.

    4. Under Values: rename, delete, deactivate, or create new values that match those configured on the Team Role picklist field in the Opportunity Team Member object.

    Now when a Board is created and related to an Account the Account Team will be copied as a Board Team.

    Additionally, when Account Team Members are added to that account, they will also be included on the Board related to that Account. When account team members are removed from that account they will be removed from the Board related to that account. If you then add in a new account team member in the same role - all open tasks with that role on the board will be assigned to them.

    Account Team Sync for Taskfeed

    When you replace a team member, the system will regulate the ownership of open tasks on any board, for that role, for that account - and if you have a large amount of tasks open you may run into limit issues on the platform. So best practice would be to amend the account team members one at a time, save it, let the system recalculate, and then amend the next team member.

    If you want to utilize the standard salesforce platform “default account team” functionality - the salesforce FAQ link is here.

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