3196971 - Party Role in Account Team of a Customer Not Copied to Opportunity Created

You have an account that has a party role of type Sales Employee Party / Employee Responsible Party / Partner Employee Party / Partner Contact Party / Employee Responsible (Account Hierarchy) / Approver Party or Account Team Member maintained in its 'Account Team' view. When creating an opportunity for this account, you expected to see this party copied to the 'Sales Team' view of the newly created opportunity.

You may have read in KBA 2692028 that 'if the role category of the role is any of the following, it will be displayed in the Sales Team list automatically: Employee Responsible Party, Sales Employee Party, Partner Contact Party, Employee Responsible (Account Hierarchy), Approver Party or Account Team Member' so you believe this is a bug.

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Party Role ; Account Team ; Opportunity ; Party Roles ; Opportunities ; Sales Team ; Copied ; Considered ; Drawn ; Pulled ; , KBA , LOD-LE-RC-PAP , Party Processing , LOD-CRM-OPP , Opportunity Management , How To