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:

  1. Select the sandbox you want to configure.

  2. Select Navigator > Application Composer.

  3. Select Sales from the Application list.

  4. Expand Standard Objects > MDF Budget.

  5. Click Server Scripts.

  6. Go to the Triggers tab and then click Action > Add to create the new triggers.

  7. On the Create Object Trigger page, specify these triggers:

    • 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();
    • 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();
  8. Publish the sandbox.