Recently I was perusing the Salesforce IdeaExchange for interesting features to upvote and came across a common issue with over 4k upvotes, “Automate contact owner update when account owner changes.” 

Now, I would LOVE for this to be a native Salesforce feature of course, but there is a simple solution to this that I couldn’t find documented anywhere. 

So let’s get to it!

The problem with Account and Contact Owner mismatches 

Depending on how your sales team manages Account and Contacts, Account and Contact Owner mismatches can cause a lot of headaches. 

In most Salesforce orgs I’ve worked with, the Account Owner is responsible for nurturing all Contacts within the Account, but if Sales Rep A owns the Account and Sales Rep B owns half of the Contacts under the Account it can cause issues.

Those issues include:

Sales Rep A missing Contacts when viewing reports

Account Engagement “Create Salesforce Task” completion actions get assigned to the wrong user

Contact Activities get missed by the Salesperson who needs to act on them

Multiple Sales reps nurturing the same Contact at the same time

To solve for this common issue we’re going to build two items:

Formula Field on the Contact

Schedule-Triggered Flow for Contacts

Identify Owner Mismatches

The first step is identifying records with an Account and Contact Owner mismatch. To do so, we want to build a Formula Checkbox field.

Navigate to Setup > Object Manager > Contact > Fields & Relationships

Select New

Choose Formula, then Next

Name the field “Owner Mismatch”

Select Checkbox, then Next

For the Formula, enter “IF((Account.OwnerId = OwnerId), FALSE,TRUE)”

If you are not familiar with Salesforce formulas, what this essentially says is if the Account Owner’s ID equals the Contact Owner’s ID the checkbox should be False, or unchecked. If the two Owner IDs do not match, the checkbox should be True, or checked. 

Enter an Description so other users know what this field is for, and select Next

Select the users who should have access to this field and the page layouts you’d like the fields added to, then select Save

Automatically Update Contact Owners

Next, we’ll create a flow to automatically update your Contact Owner to match your Account Owner. This flow is very simple, so don’t abandon ship if you are not yet a Flow super user!

Navigate to Setup > Flows

Select New Flow

Select Schedule-Triggered Flow

Fill in the “Set a Schedule” details as below

Start Date: Today’s date

Start Time: I recommend you set this flow to run outside of business hours. For my flow, I chose 12:00 AM

Frequency: Daily

Next, select + Choose Object

Fill in the Configure Start details outlined below

Select Contact

Enter the condition as below

Field: Owner_Mismatch__c

Operator: Equals

Value: True

Under your Start element, select the plus symbol to add a new element

Select Update Records

Label the Element “Update Contact Owner”

Under “Set Field Values for the Contact Record” set the Field to OwnerID and set the Value to {!$Record.Account.OwnerId}

Select Done

Select Save from the top right hand corner and name your Flow “Contact – Update Owner to Match Account”

Select Save

Finally, Debug your Flow to ensure it works as expected, then Activate it! 

Now sit back and let everyone marvel at how clean Account and Contact owners are in the org. 

Get more solutions like this from Sercante

Need help figuring it all out? Reach out to the team at Sercante to get a conversation going.

Original article: Automatically Update Contact Owners to Match Account Owners in Salesforce

©2023 The Spot. All Rights Reserved.

The post Automatically Update Contact Owners to Match Account Owners in Salesforce appeared first on The Spot.