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Topics#Data ManagementAlicia Castorina's Question
Alicia Castorina (Act-On Software) asked in #Data Management
Sep 15, 2015, 8:34 PM

Track when a certain profile changes account owner

Hi folks!  I'd like to create a checkbox that marks as true when a user from a specific profile (SDR) changes the Owner on an account to another user with a specific profile (Sales User). Caveats: The account may or may not be in the SDR's name to begin with, so I can't use a "from / to" type of logic.  The account may or may not have been created by the SDR, so needs to be a "changed by" logic, not "created by".

 

 Any ideas?  

 

 
2 answers
  1. Sunil Sarilla (M&G Investments)
    Sep 15, 2015, 10:28 PM
    Hi Alicia,

     

    You need a workflow with a field update action to achieve this.

     

    create a workflow rule on Account object 

     

    evaluation criteria:created and everytime its edited (2nd option)

     

    rule criteria: formula evaluates to true and the formula is

    AND(
     $Profile.Name = "SDR",
     ISCHANGED( OwnerId ),
     Owner.Profile.Name = "Sales User"
    )

    Immediate Action: Field Update

     

    Field to Update: Checkbox field and set the field to TRUE

     

    save and activate your workflow rule.

     

    Additionally, track the field through field history
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