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Farhan Noor
Set the owner of a contact to the account owner
Set the owner of a contact to the account owner under these conditions:
1-When a contact is created and account is set
2-When the account on a contact is updated
3-When the owner of an account is updated (whether it's a new account or just an owner change)
I created the flow in process builder for condition 3 but can someone help me for condition 1 and 2. Please paste the flow for 1 & 2 or could we achieve all in 1 process?
1-When a contact is created and account is set
2-When the account on a contact is updated
3-When the owner of an account is updated (whether it's a new account or just an owner change)
I created the flow in process builder for condition 3 but can someone help me for condition 1 and 2. Please paste the flow for 1 & 2 or could we achieve all in 1 process?
2. Condition must be account in contact must be
“AND([Contact].AccountId !=null, OR(ISCHANGED([Contact].AccountId ),ISNEW() ))”
3. In the Immediate actions update the contact record owner with account owner id
4. save the process and active it.
It will work for your criteria.
Best regards,
Dayakar.D
All Answers
2. Condition must be account in contact must be
“AND([Contact].AccountId !=null, OR(ISCHANGED([Contact].AccountId ),ISNEW() ))”
3. In the Immediate actions update the contact record owner with account owner id
4. save the process and active it.
It will work for your criteria.
Best regards,
Dayakar.D