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In mu organisation we need to be different he account and the oportunity owners. But sometimes when our hospitality team changes the account owner the opportunity owner changes aswell. So my question is, if there is any posibility for that to don´t be automatic?

As a resume we want the hospitality team to click the option for changing the opp owners in case is is need it.

It is possible? And how can we do it?

 

ThanksIt is possible that when we change the account owner, the opportunity owner doesn´t change?

 

#Salesforce Developer

1 件の回答
  1. 2024年7月29日 15:52

    Hi María, according to this article, this only happens when you use the standard Change Owner button. 

     

    Therefore, you could potentially replace the Change Owner button with a screen flow. On the screen flow you could replicate the options users can select, and then behind the scenes you can use an Update Record element to transfer the Account, and this should not affect any Open Opportunities on that Account. 

     

    Thanks,

    Mikey

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