Scenario Overview 

In this scenario, we want our Sale Manager to be brought in automatically to important Opportunities. 

We will create a formula that adds our Sales Manager into the Access team for any Opportunity that has an Est Revenue greater than 1 euro. 

This formula will also remove our Sales Manager from this Team access if the Est. Revenue goes below 1 million 1 euro. 

North52 Decision Suite Solution

The North52 Decision Suite solution works like this:

• A formula of type 'Save - Perform Action' is created on the Opportunity entity
• This Formula will be triggered whenever an Opportunity is created or the Est. Revenue field is updated
• The formula will add the User John Grace to the Team Access for the Opportunity record if the Estimated Revenue is greater than 1 million euros
• It will also remove user John Grace if the Est Revenue goes below 1 million euros

North52 Decision Suite Steps

• Create a new formula of type 'Save - Perform Action'
• Set the Mode to 'Server Side'
• Set Event to 'Create & Update'
• Set Source Entity as 'Opportunity '
• Set Source Property to 'Est. Revenue'
• Click into the Formula Editor canvas
• Copy and paste the formula below into the Formula Editor
• Click Save

Formula

 If ([opportunity.estimatedvalue] > 1000000, 
   
   AddUsersToAccessTeam('opportunity',[opportunity.opportunityid],
   					FindValueQuickId('systemuser','John Grace'), 
                      'Opportunity Sales Team Template'), 
   
   RemoveUsersFromAccessTeam('opportunity',[opportunity.opportunityid],
   					FindValueQuickId('systemuser','John Grace'), 
                      'Opportunity Sales Team Template')
   )

Test 

To test if this Access Team has been added, we will add a SubGrid to view this team on the Opportunity. Below is a screenshot of the SubGrids setup.