I did an import of Contacts and specified in my import the Contact Owner for each Contact. The SF automatically made Household Accounts for each of the Contacts, however, the Account Owner on each of these Household Account is me since I did the import. I don't want the Account Owner to be me, rather I want it to be whoever is the Owner of the Primary Contact. What is the best way to fix this?
@Leah Shachar I would probably export a report of Contacts & Accounts (filtered based on created date to get all the ones you just created as well as Account Record Type = "Household Account" so I get the relevant accounts).
In the report I would pull in the following fields:
-Account Name
-Account ID
-Account Owner
-Primary Contact
-Contact Owner
In the export, copy the Contact Owner values over the Account Owner values and save as csv.
Then update do an UPDATE of Account records, using the relevant data loader. (
http://dataloader.io/ is my favourtie for ease of use).
