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ReportI want to reassign ownership on a block of Accounts. I have parental relationships setup from the Account Entity to all the normal downstream entities such that reassignment will cascade down to the other entities for the records associated with the Account. I'm establishing the blocks of Accounts by querying SQL data which results includes the AccountId and the UserId of the User I want to have new owership. To facilitate this through CRM I have created a new Entity called AccountReassignment and it contains the AccountId as a lookup field to the Account Entity and the NewOwnerId which is a lookup field to the User Entity.
I have a workflow setup which activates on Create Record for the new entity (AccountReassignment). Upon record creation the first step is to do an Assign of the new OwnerId to the Account Entity. See screen shots of this workflow setup.
It then take my SQL results (AccountId and NewOwnerId), save them to a tab delimited file, and import them to the AccountReassignment Entity. I'm doing these in various batch sizes (1000, 10000, 15). I know this process works for most of what I am trying to process although success seems intermittent. I have found lately if I import 900 only 50 will actually reassign. One instance to try to isolate I processed 15 and 1 reassigned.
Can anyone help? This seems straight forward and I believe in one article I read creating an intermediate entity with an associated create record workflow is a handy way to do mass updates via the import process.
Do I need to somehow slow the workflow down (odd as that seems) by using a wait condition in some fashion? I understand ownership reassignment at the Account level with a full cascade can be a demanding update operation depending on the size of the Account. Rapid firing such reassignment update tasks by using an import could be something that could cause such a problem.
Appreciate any help !
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