Our BDRs have a workflow where they create a task on an opportunity and search from a spreadsheet an AE with whom to set up a meeting with the customer.
We want to remove the need for a spreadsheet and move to automatic distribution (using Distribution Engine) where the user would trigger a handoff to a new Opportunity owner.
Unfortunately, this also changes the task's owner and locks out the BDR from being able to complete that task, and I'm looking for a way to keep this from happening.
My best guess at this point would be to build a workflow in Process builder that would be logic'd something like this:
IF a task's owner role is AE
AND the task's subject is "Meeting"
THEN switch the owner to LastModifiedBy
Am I barking up the right tree or is there a more efficient way to ensure that the BDR can still be assigned to and complete their own task?