Access your Salesforce Lightning instance.
Navigate to Setup > Object Manager > Account Team Member > Buttons and Links and click the New Button or Link button.
Complete the Custom Button or Link form based on the information in the table below:
Option | Description |
|---|---|
Label | New Assignments |
Name | New_Assignments |
Description | Optional |
Display Type | Select the “List button” option and ensure the Display Checkboxes (for Multi-Record Selection). |
Behavior | Display existing window with sidebar. |
Content Source | URL |
Select Account Team Member from the Selected Field Type dropdown menu.
Enter “/apex/fcio1__NewAssignment?id={!Account.Id}” in the space provided.
Click Save.
Navigate to Setup > Object Manager > Account > Page Layouts and click the key icon above Account Team.
Move the New Assignments button into the selected buttons area and save the page layout.
Adding the New Assignment Button to the Page Layout
Access your Salesforce Lightning instance.
Navigate to Setup > Object Manager > Account Team Member > Page Layouts.
Drag and drop the Edit Assignment button into the Salesforce Mobile and Lightning Experience Actions.
Click Save.
Editing a Sales Manager Workflow Assignment in Salesforce
Figure 1 Edit Assignment Settings
Access your Salesforce Lightning instance.
Navigate to the appropriate account.
Click the dropdown arrow and select Edit Assignment.
Complete the Edit Assignment form and click Save & Exit.