Add New Lookup Value for the Function Field in the Teams Subtab of Opportunity

You can specify the job function that a member performs within your opportunity team from within a sandbox. You do this from Application Composer for the Opportunity Team member object. You can also search for the ZCA_RESOURCE_FUNCTION from outside a sandbox and add any new functions that you need from there.

Here's how to add a new lookup value for the Function field from the Teams subtab using Application Composer.

1. Sign in to your sales application as the sales administrator or as a setup user.
2. Ensure that you're working in an active sandbox.
3. Go to Navigator > Configuration > Application Composer.
4. Select Opportunity > Opportunity Team Member > Fields > Standard. and select the Function.
5. Select the Function team member fixed choice and edit the Lookup Type as per the following example:

   

6. Click Save and Close.

Yiou can also search for and access the ZCA_RESOURCE_FUNCTION lookup from the manage lookups tasks outside a sandbox

Here's how to search for predefined lookups using any of the manage lookup tasks:

1. In the Setup and Maintenance work area, go to any of the following tasks that contains the lookups you're looking for:

   • Manage Standard Lookups

   • Manage Common Lookups

   • Manage Set-enabled Lookups

2. Enter any of the search parameters and click Search. If you don't know the lookup type or the meaning, use the Module field to filter search results.

3. Click a lookup type to view its lookup codes.

Please see Overview of Lookups for more information about lookup types.