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Topics#Data ManagementStefanie Stafford の質問
Stefanie Stafford (Independent Contractor) が「#Data Management」で質問
2018年6月5日 21:34

Auto-update account owner when one record changes

I have a scenario that I think can only be handled with PB + Flow but wanted to confirm a) it's possible and b) there isn't another way to handle this use case.

 

Scenario:

 

Whenever the PERSON ACCOUNT (Tenant) owner changes, automatically update the record owner of all of the related object called LEASES. In addition, on the LEASE record, there are look-ups to Business Contacts - they want the owners of those records changed to match as well.

 

If I created a PB to launch a flow and then looked up all related Leases, I could technically handle both of these requirements yes? (I was concerned because the Business Contacts don't have a direct relationship to the Person Account, only the Lease.

 

Youe help is appreciated.

 

 
1 件の回答
  1. Thomas Hoffman (Crowe)
    2018年6月6日 0:16
    Hi Stefani - I dont think you need a flow at all, you can just use two process builders and take care of this. 

     

    Start PB1 on the account object.

     

    Evaluate when a record is created or changed

     

    Criteria:

     

    Account.Owner ischanged Boolean True

     

    Immediate Action: Update Records

     

    Update Related Records: Leases__r

     

    Owner equals field reference Account.Owner

     

    Create another PB on the Lease object

     

    Evaluate when a record is created or changed

     

    Criteria:

     

    Lease.Owner ischanged Boolean True

     

    Immediate Action: Update Records

     

    Update Related Records: Business_Contacts__r

     

    Owner equals field reference Lease.Owner

     

     
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