Enable Account Managers to View Funds
As an administrator, you can provide the account managers the ability to view funds that are associated with accounts. Here's how you can create triggers to enable account managers to view account funds:
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Select the sandbox you want to configure.
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Select
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Select Sales from the Application list.
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Expand
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Click Server Scripts.
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Go to the Triggers tab and then click
to create the new triggers. -
On the Create Object Trigger page, specify these triggers:
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Trigger: Before Insert in Database
Trigger Name: InsertIntoBudgetTeam_BeforeInsert
In Trigger Definition, paste the following script from this document and click Save and Close:
__ORACO__insertPartnerTeamintoFundTeam_Create(); __ORACO__insertAccountTeamintoFundTeam_Create(); __ORACO__insertPartnerTeamintoBudgetTeam_Create(); __ORACO__insertAccountTeamintoBudgetTeam_Create();
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Trigger: Before Update in Database
Trigger Name: InsertIntoBudgetTeam_BeforeUpdate
In Trigger Definition, paste the following script from this document and click Save and Close:
__ORACO__insertPartnerTeamintoFundTeam_Update(); __ORACO__insertAccountTeamintoFundTeam_Update(); __ORACO__insertPartnerTeamintoBudgetTeam_Update(); __ORACO__insertAccountTeamintoBudgetTeam_Update();
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Publish the sandbox.