When Opportunity owner is changed Account and Contact owner should also change

(0) Share

Report

Posted on by Talal Tariq

Hi there,

I need to change the ownership whenever Opportunity is assigned to any other user, the Account and Contact owners' should also be changed and gets assigned to same user to whom the opportunity was assigned.

Is there any OOB to handle this ownership behavior?

I'm confused regarding this scenario, please suggest if there's anything to do this.

Thanks!

I have the same question (0)

All responses (2)

Answers (1)

Verified answer

Leah Ju Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi Partner,

You can create one workflow to achieve it.

1.Go to Settings > Process to create one workflow on opportunity entity.

2.Trigger: Record is assigned

3.Add steps--Assign record.

4.Save and active.

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

Was this reply helpful? Yes No
Talal Tariq 24 on at

Like (0)

Report
Copy link

Link copied!

Hi Leah,

I implemented this workflow and this is working perfectly.

Thanks!

Was this reply helpful? Yes No