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I want to change account owner based on custom state field (Picklist) and account owner change based on role hierarchy
Hi Everyone I am new in Salesforce/Beginner
My Scenario is:
If a Account record is created and custom state field(Picklist) value is Gujarat then owner should be changed with some role in hierachy i want to check four levels for assigned a new user to existing account owner if last role is not available then user above him role hierarchy will be assigned and if above them is not availble then above him is assigned so this levels up to four level and last one by default assigned below all are not available
My Scenario is:
If a Account record is created and custom state field(Picklist) value is Gujarat then owner should be changed with some role in hierachy i want to check four levels for assigned a new user to existing account owner if last role is not available then user above him role hierarchy will be assigned and if above them is not availble then above him is assigned so this levels up to four level and last one by default assigned below all are not available
What I understood that you want to update the record owner incase state is gujrat ,with higher role . Any user with higher role will be ok right ?