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Is there a flow or a setting that when creating opportunities the opportunity owner is always the same as the account owner no matter who creates the opportunity for an account?

1 risposta
  1. Zack Terry (Fast Slow Motion) Forum Ambassador
    31 mar 2023, 02:14

    Hi @Juan Quintero,

     

    Yes, you can do this with a record-triggered flow triggered on Opportunity creation - simply use an update element to set the OwnerId to {!$Record.Account.OwnerId}. You should select to optimize the flow for fast field updates so that it runs before save. 

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