When changing an account owner from the account record, all open opportunities previously assigned to the account owner are automatically assigned to the new account owner. ✅
However, I have two record triggered flows- one before save and one after save - to update 2 fields on the opportunity when Record Owner "is changed" = true.
Unfortunately, neither flow seems to be triggered when the related account changes ownership, despite the opportunity owner updating as expected. 🚫
If I change the opportunity owner from the opportunity record, the flows triggers successfully. ✅
Is there a way to change my flow criteria to catch this?
Or, maybe I just need another flow that is triggered when Account Ownership changes to check for any open opportunities and then update the fields?
Any suggestions or workarounds welcomed!
Example below:
Account is owned by John with 1 related open opportunity also owned by John.
Custom Field A on opportunity was set by flow on record creation to the text "Division 1" based on a field on John's user record.
First scenario:
Account is then transferred to Jane from the Account record. The related open opportunity is transferred to Jane. Jane's Division on her user record is "Division 2" but the Opportunity Custom Field A is still "Division 1".
Second Scenario:
Account is owned by John but I change the ownership of the related open opportunity to Jane. Opportunity Custom Field A is correctly updated to "Division 2".
It looks like, per this help article, you would need to create a new Flow that runs when an Account is Changed, where the filter criteria is that the Account Owner is changed. That flow would need to trigger the additional 2 flows you have built as sub-flows.
