Add user on Vivun Hero Activity to Opportunity Team & TMR to Opp team

[mbforr]

If a SF user creates a Vivun Hero Activity, add that person to the Opportunity Team for the opp that Hero Activity is related to.

[ruipperez]

@mbforr Hi! We're looking into this and have a question. Since we're also working on adding the Team Member requested in Vivun to the Opp Team, I think this could create duplicates?

[ruipperez]

Another question, I can see that this could end up in having 2 Solutions Lead involved, no? Example, the following opp has a Hero Activity created by Antonio Hita but the Solutions Lead is Marta Bescansa: https://carto.lightning.force.com/lightning/r/Opportunity/0061v00000xiP0nAAE/view

Is this correct?

Regarding the creation of the TMR being added to the opp team - we're pushing to PROD the flow. We haven't been able to test it in uat because of the conection to Vivun so let's see if it works.

https://docs.google.com/document/d/1QwcuAtkO9rOan6jsjuh08K8Tgp7fp7BlOUrizqTmi34/edit

[mbforr]

So yes we would want both there but there is a situation where the solutions lead that is assigned by the Team Member Request is already on the opportunity team.

In that case is it possible to check if they are already on the opp team and if they are just skip adding that person?

On Tue, Sep 20, 2022 at 4:26 AM ruipperez @.***> wrote:

Another question, I can see that this could end up in having 2 Solutions Lead involved, no? Example, the following opp has a Hero Activity created by Antonio Hita but the Solutions Lead is Marta Bescansa: https://carto.lightning.force.com/lightning/r/Opportunity/0061v00000xiP0nAAE/view

Is this correct?

Regarding the creation of the TMR being added to the opp team - we're pushing to PROD the flow. We haven't been able to test it in uat because of the conection to Vivun so let's see if it works.

https://docs.google.com/document/d/1QwcuAtkO9rOan6jsjuh08K8Tgp7fp7BlOUrizqTmi34/edit

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[ruipperez]

yeap, we're looking into it, will see if it's possible. @antoniohita confirmed that the TMR flow works btw.

[mbforr]

amazing thanks!

On Tue, Sep 20, 2022 at 10:06 AM ruipperez @.***> wrote:

yeap, we're looking into it, will see if it's possible. @antoniohita https://github.com/antoniohita confirmed that the TMR flow works btw.

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[ruipperez]

Workflow to add user when creating a Vivun activity activated in PROD last week. Waiting for feedback from @antoniohita to confirm it works as expected.

[ruipperez]

We're demoting Vivun