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Teri Gudmundson (Scu) a posé une question dans #User Management

Newish Salesforce Admin here....

How do I get sales and service records to stay with the original dept an employee (and not follow them to their new department) was in when they change departments in salesforce? For example we have a user who moves from one role to another, both roles use leads but we want the leads inat user created as part of job "A" to stay with that ciepartment and any new leads to stay with job "B". This way their numbers accurately reflect their performance in both their old and new roles. So far this year we have had over 100 internal transfers, so filtering in reports doesn't seem to be a reasonable option

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#User Management

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