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Josh Reigner 6
Reassign account owner when user doesn't have edit permission to the record
Hello all,
I am implementing a round robin lead and account assignment process. I have a tool that will handle the round robining portion, but in order to kick of the process, the Account Owner must be changed to a generic distribution user. Our SDRs are responsible for kicking off this process, but they don't have permissions to edit the Acct (i.e. change the owner). I was hoping to create a button to kick off this process, but process builders can't be triggered from buttons...a flow can be, but they seem to follow the same permissions as the running user. Any other thoughts on the best way to accomplish this without compromising my security model? Thanks in advance!!
I am implementing a round robin lead and account assignment process. I have a tool that will handle the round robining portion, but in order to kick of the process, the Account Owner must be changed to a generic distribution user. Our SDRs are responsible for kicking off this process, but they don't have permissions to edit the Acct (i.e. change the owner). I was hoping to create a button to kick off this process, but process builders can't be triggered from buttons...a flow can be, but they seem to follow the same permissions as the running user. Any other thoughts on the best way to accomplish this without compromising my security model? Thanks in advance!!