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JillWJillW 

Automatically Assign Account Owner

Hello,

 

Is there a way to automatically assign an account by territory? (That is, if Territory = Los Angeles, then owner = Mary, else if Territory = San Francisco, then owner = John.)

SteveMo__cSteveMo__c

With Leads you can do it using the Lead Assignment rules to send them to a specific Users, or Queue.  But unfortunately there is no Account level analogue for Lead Assignment rules.  

 

You might still be able to get there using a workflow rule with a field update (or at the very least trigger an email alert to the "appropriate" owner that an Account had been added to their territory).

 

But what the hell do I know...  

Message Edited by Stevemo on 02-13-2009 05:17 PM
Dan_LichtmanDan_Lichtman
Hi,
I did it with workflow rules, and field update.
Message Edited by Dan_Lichtman on 02-14-2009 09:29 AM
Message Edited by Dan_Lichtman on 02-19-2009 07:37 AM
JillWJillW

That sounds like what I need. Can you give me some more details?

 

Thanks.

Dan_LichtmanDan_Lichtman
Hi,
So let say you have a field called territory, or you can use the city field, or any other field that you like.
Create a new workflow:
1. Rule criteria - Territory equals "Los Angeles"
2. Save and next
3. Add workflow action--->new field update
4. Choose "Owner" ---> assign the right person, you can also check the notify  
    Assignee box.
5. Repeat those steps if you need to assign more.