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Automatic Assignment of Party Roles in an Opportunity

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Dear C4C Community...

 

...is it possible to automatically assign a Party Role / Custom Party Role which is setup for the Opportunity as involved Party (Finetuning -> Opportunity-> Involved Parties for Opportunities) in the Opportunity - so that this is visible in the Facet "Sales Team" and can then be used in the Analytics Reporting? If Yes - whats the best approach to customize this in the Setup?

 

For example we have the Party Role "Approver" defined as a Party Role for Opportunities. Is there a way, that this will be set automatically?

 

Opportunity Sales Team.png

 

Opportunity Involved Parties.png

 

Thanks for your Help

 

Cheers

 

Michael


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