I have a custom Object (Recommendations) and I have a lookup field to Opportunity.
Requirement
When an Opportunity Owner is change, is there a way for the related Recommendation record owners to be updated to the same Opportunity Owner?
if yes, what feature should I use? Process Builder? If yes, what object should I specify in Process Builder.
I attempted to create a process however I was unsuccessful.
7 answers
Here is a similar use case where all child contacts are updated when the parent Account's address is changed:
https://developer.salesforce.com/forums/?id=906F0000000B2C0IAK
The logic in here can be used to create your process builder, you just need to change the fields and objects.
For your use case the link translate as:
Account = Opportunity
Contact = Recommendations
Address = Owner
You may also need to look into the scenario of updating a new recommendation to match the owner of the parent opportunity in the even the recommendation is not created by the Opp owner.
