Workflow or Reminder for Interal Support Associate to Change Ownership

Question

Internal Support Sales Associated created a contact in Salesforce and does NOT re-assign ownership to the Salesperson.

Any creative/automated ideas to prevent this from happening?

I was thinking about sending an email notificaiton reminding to change ownership. Any other ideas?

adam marks · Accepted Answer

Why not build a field update WFR/Process that states when an internal support rep creates a Contact, change the owner to the Account Owner? Sounds like that's what you need to have happen.

adam marks · Answer

Is there a majority case you can write logic for? That's better than nothing, right? To your point you could do an email alerts with the same basic logic. In my experience automation is always a better user experience.

Workflow or Reminder for Interal Support Associate to Change Ownership

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