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Chad Hoeksema
Lead Assignment Rules
I'm trying to create assignment rules, workflows, or triggers that will change the account owner to our desired user when we mass import leads into our system.
We have created a custom field titled "Buy From", which tells us the account where the lead purchases their supplies from. I want to make the lead owner the same as the owner of the "Buy From" account when the leads are mass imported. Any idea on best practices to do this?
We have created a custom field titled "Buy From", which tells us the account where the lead purchases their supplies from. I want to make the lead owner the same as the owner of the "Buy From" account when the leads are mass imported. Any idea on best practices to do this?
Just from your description, I would try to build a process flow to do this.
Setup --> Create --> Workflows & Approvals --> Process Builder
Some might consider a VF flow, but that will still require a process to fire the flow.
IMHO The last resort would be to write a trigger -
it just does not seem to be big enough of a use case to warrant that kind of solution.