+ Start a Discussion

Account to be reallocated if there is no active contract 6 weeks from the end date of the recent expired contract

Hi ,

I want to reallocate the account to a different user if the contract has expired and there is no new active contract on the account for 6 weeks starting from the Contract End Date of the recently expired contract. 

If an active contract is added between the 6 week period, for ex. 5 weeks after the contract end date of the recently expired contract, the reallocation should not happen. 

How can we achieve this, please?

Any help will be appreciated.

Hi Finney,

Please write scheduler on Account to achieve this. Below are the steps you need to follow:
  • Scheduler on Account object. 
  • It will run daily and fetch those records which do not have active contract in last 6 months. 
  • Update the owner field of Account and save. 
Hope this will help you. 

Skype: gaurav62990