Skip to main content
Topics#Data ManagementFrage von Margaret Fleischaker
Margaret Fleischaker (Quantcast) fragte in #Data Management
13. Apr. 2012, 00:08

Workflow rule to change Account owner and keep sales team

Every user in my org is set up as being their own default sales team. When the user creates an account, I want the account owner to automatically update to a different user but keep the original sales team. I know how to create a workflow/field update to automatically change the account owner, but is there anyway to include the piece on keeping the original sales team?
1 Antwort
  1. David Pier
    13. Apr. 2012, 04:40
    Hey Margaret,

     

    To my knowledge- retaining an Account's Sales Team is only possible when changing owner manually via the UI.

     

    --

     

    David

     

    Duckyforce.com
Antwort schreiben...
0/9000