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Farhan NoorFarhan 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?
Best Answer chosen by Farhan Noor
Dayakar.DDayakar.D
Hi Farhan,
 
  1. Create process builder/Work flow on contact for every time it is created and edited. (Here I am considering process builder)
User-added image
2. Condition must be account in contact must be
      “AND([Contact].AccountId !=null, OR(ISCHANGED([Contact].AccountId ),ISNEW() ))”
User-added image



     3. In the Immediate actions update the contact record owner with account owner id
User-added image
4. save the process and active it. 

It will work for your criteria.

Best regards,
Dayakar.D


 

All Answers

Dayakar.DDayakar.D
Hi Farhan,
 
  1. Create process builder/Work flow on contact for every time it is created and edited. (Here I am considering process builder)
User-added image
2. Condition must be account in contact must be
      “AND([Contact].AccountId !=null, OR(ISCHANGED([Contact].AccountId ),ISNEW() ))”
User-added image



     3. In the Immediate actions update the contact record owner with account owner id
User-added image
4. save the process and active it. 

It will work for your criteria.

Best regards,
Dayakar.D


 
This was selected as the best answer
Dayakar.DDayakar.D
It will work for 1 and 2 conditions
 
Farhan NoorFarhan Noor
Sweet ! Thanks alot Dayakar.