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Assigning a record to the owners business unit.

Posted on by 270

Is there a way on the assignment of an account, for example, I can get the owning business unit to update to the new owner's business unit?

  • GRedhead Profile Picture
    GRedhead 270 on at
    RE: Assigning a record to the owners business unit.

    Thanks

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Assigning a record to the owners business unit.

    Hello,

    If you mean standard buisnessunitid field then it is changed automatically on ownerid reassign to new owner's business unit.

    If you have some custom field - I believe you can update that field automatically using workflow or plugin.

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