Replace team rule is used to change the existing value of
the team role. We can also use the replace team role when the team role for
specific records is blank and would like to update with a new team role value
and vice versa.
Current Account Team on specific record > Test Sales Rep.
Setup > Customize > Accounts > Account Teams >
Replace Team Role
Replace
Exact Value Changing
From: Test Sales Rep
Select Value Changing
To: Sales Rep
Replace all blank
values: If you want to update all blank values to a desired team role
value.
Replace
We have replaced the value on the account record >
Finished
Previous Team Role: Test Sales rep
New Team Role: Sales Rep
Well Said, you have furnished the right information that will be useful to anyone at all time. Thanks for sharing your Ideas.
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