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NielsenPeter
Auto updating the Account Owner
I'm trying to have the account owner change to a default user if current user is inactive. Can anyone help me with this solving this?
thanks
Pete
how are you defining the Default User ID? This won;t be possible with a Formula Field or a Workflow Rule, you might need to use a Trigger for this.
Basically for example: Joe owns an account and Joe becomes inactive, somehow I would like the account owner to update to an active user "Active User" user id '00530000000eUnrs'. So any account that has a inactive owner would default to this same user.
I hope I didn't make it more confusing there
Unfortunatley that's beyond what you can do with Formulas and WFR. If you want to automate it you're gonna need a Trigger, and for that you'd better go to the Apex Board.
The easiest solution might be to create an Exeption Report of all Accounts owned by inactive users, and then use the Mass Transfer button.
Got it, thanks