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Sunny Sohail
Need help on trigger that converts contact owners to the accounts owner
Hello,
Is it possible to create a trigger that would change specific contacts owners to the account owner? Currenty we have a "TEST" user account in salesforceand anytime a contact is owned by this "TEST"user we want to change the contact owner to the account owner. Is this possible? any assistance would be appreciated.
Is it possible to create a trigger that would change specific contacts owners to the account owner? Currenty we have a "TEST" user account in salesforceand anytime a contact is owned by this "TEST"user we want to change the contact owner to the account owner. Is this possible? any assistance would be appreciated.
All Answers
This should be done by standard way but unfortunately this is in threshold yet. So currently it can be done only through code. For reference, please find below link provided by Greg to update the contacts and opportunities owners with Account owner.
http://www.interactiveties.com/blog/2010/apex-reassign-contacts.php#.VW8wDs9VhBc
Thank you,
Amit
how would you go about to add a condition that would only change the contact owner to the account owner IF the contact owner is a specific account? also i dont need the opportunity owner to move its only contact that i care about which lines can we remove?
You can just remove all the line related to opportunity and reference with opportunity variables. Please try below:
Thanks,
Amit
Thanks for the suggestion. I have attempted to create a process via the process builder however im not sure how to go about creating the "immediate action". If you look at the screenshot below I start with the contacts object (first screenshot), then I move to the criteria "Contact owner = CTS Migrated" which is basically contact owner = an id . The id is the id for the "CTS Migrated" user (second screenshot). Then in the immeidiate action im having a difficult time telling the builder to change the contact owner to the account owner (3rd screenshot). Do you know how to create the immediate action so that the contact owner will transfer to the account owner IF the contact owner is "CTS Migrated" ?
thank you
i have tried that however when i test this dones not seem to work. i tried to chnaged the contact owner to "CTS migrated" and when i did the contact owner did not change to the account owner.. maybe some kind of limitation?
.