I'm trying to use a picklist on Account and Users called Account Channel that assigns the Account Owner using Lookup Helper.
However, as soon as I activate this lookup, I find the following exception message:
Risk Level - High
Issue Found - Account Owner - Update to Account Channel Owner exception caught while attempting to determine query validity.
Issue Summary - EXCEPTION OCCURRED WHILE TRYING TO QUERY EXISTING RECORDS.
The parent filter is looking for Active Users with an Account Channel. So, what am I missing that causing this alert?
Hi @Jacob Blair,
Thank you for following-up to this post. In my filter I'm only referencing 2 fields on the user record, account_channel__c and isactive, but no is deleted.
I'm only getting this error when I try to use the Lookup Helper to set the Owner Id. However, my lookups that reference a custom user lookup field, Account Channel Owner, don't seem to generate this same error.
Also, I have another org that I created this same lookup and I'm seeing the same exception alert when I'm trying to update the Owner Id field.
I will submit a support request to get additional help with this issue.
Thank you,
Michael