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Ameya Desai 1 Change of owner on Opportunity
I have requirement to change the owner of the opportunity to account owner and if the account owner is inactive change it to the respective user (Sys admin). How can i achieve this? I am trying to use process builder ( I think I will need 2) but it does not work? Can some one help me by throwing some light. I am not so good at trigers:(
you don't have to build 2 processes, but you have to define conditions
As first condition : Opportunity.Account.Owner.IsActive = true
Then : Opportunity.Owner ID = Opportunity.Account.Owner ID
For the second case, you have to choose the ID of the system Admin
Hope this will help :) If so, do not forget to flag this answer as best reply ;-)
All Answers
you don't have to build 2 processes, but you have to define conditions
As first condition : Opportunity.Account.Owner.IsActive = true
Then : Opportunity.Owner ID = Opportunity.Account.Owner ID
For the second case, you have to choose the ID of the system Admin
Hope this will help :) If so, do not forget to flag this answer as best reply ;-)