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
Zack Terry (Fast Slow Motion) Forum Ambassador
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.