Flow: Automatically change record owner to a specific user upon update

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  • Опубліковано 16 жов 2024
  • This is a sequel to the previous flow where I automatically entered "Today's Date" to a date field upon choosing "At Risk" in a picklist.
    Requirement: When the member is At Risk, automatically change the owner to Bradley Rice.
    (The original owner should not be able to revert the record back to No Risk. Since the OWD is set to private, the record will only be seen by Bradley once it is updated to At Risk, and Bradley will also have the ability to edit the record by then, and once he chooses the no risk, the record should automatically be re-assigned to the original owner. This will be for future flows.)
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КОМЕНТАРІ • 16

  • @flakisannie
    @flakisannie Рік тому +1

    Thank you! I wanted to assign new submitted cases to myself by using a flow instead!

  • @ealxele
    @ealxele Рік тому

    Thank you so much for sharing - I was wondering how you created the Bradley value from the OwnerId.

  • @Monkeydluffy-du6wc
    @Monkeydluffy-du6wc Рік тому

    Is that possible change the record owner (owner ID) using Role ID?

  • @prachiprianka4613
    @prachiprianka4613 2 роки тому

    Flow Scenario ------(how to change the Owner ID if it is dependent on parents( like Child is Credit card---- MDR is Contact) I am not getting owner id in flow)

  • @faiyazshaikh8227
    @faiyazshaikh8227 8 місяців тому

    Is there any option without hard coding the id in flow like we can use custom metadata to call a particular user by mapping id init.

    • @SalesforceLory
      @SalesforceLory  8 місяців тому

      That would be best practice if you want to be scalable. I believe I emphasized in this video that I raised that issue with our stakeholder because something like using the metadata for the person's role would have been a better option, rather than hardcoding an Id. But when the stakeholder said to use that specific person's Id, then I proceeded to build the flow.

  • @mariapetrova888
    @mariapetrova888 Рік тому

    This really helped! Thanks!

  • @Mohamed-xt1fp
    @Mohamed-xt1fp 2 роки тому

    Thanks . How can we change record owner dynamically from other field.basically the records are registered from portal in which the employees are registering incidents and it registers the record owner as guest user.but we are capturing the actual employee in employeereported field

    • @SalesforceLory
      @SalesforceLory  2 роки тому

      I am also quite a newbie and just learning and documenting what I am learning. I have not worked on a project that address something like what you said, but this trail might help you: trailhead.salesforce.com/content/learn/modules/selfregistration-in-a-portal?trail_id=streamline-self-registration-for-experience-cloud-sites

  • @YosemiteValleyGardenRailroad
    @YosemiteValleyGardenRailroad 2 роки тому

    If the record owner is private how is it that you can still see it after the save and owner change? I use the same flow and get an error that the record doesn't exist. If you make this change manually you are redirected to the member list. That is what I would like the flow to do but can't figure out how to redirect it. Any ideas?

    • @SalesforceLory
      @SalesforceLory  Рік тому

      I could see it as the system admin has View All Modify All permission.

  • @suneelmanne-x2e
    @suneelmanne-x2e 3 місяці тому

    using a hardcoded value is bad practice while creating flows

    • @SalesforceLory
      @SalesforceLory  3 місяці тому

      I know. I raised that sustainability point to the stakeholder, presenting the scenario that maybe we should use the role or in case the person gets replaced or resigns in the future, instead of the specific user. She was adamant it had to be the user, so we hardcoded. That's why I wrote in the Description the exact requirement was "When the member is At Risk, automatically change the owner to Bradley Rice" 🤷‍♀

    • @suneelmanne-x2e
      @suneelmanne-x2e 3 місяці тому

      @@SalesforceLory still you can user without hardcoding it. you can get records of user and inset that user whenevr you want it

    • @SalesforceLory
      @SalesforceLory  2 місяці тому

      @@suneelmanne-x2e if you have a video tutorial of that, I would love to see it and learn more!

    • @suneelmanne-x2e
      @suneelmanne-x2e 2 місяці тому

      @@SalesforceLory I can explain over a google meet and you can create a video and i am not a content creator