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?
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?
Thanks
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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