I would like to change the account owner field when an opportunity is Closed Won by a different owner. Example if Jane close wins as opportunity under John's account, the account owner field should automatically change to Jane.
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2Welcome to SFSE. What have you tried so far? Where are you stuck? Please see How to Ask for what we look for.– David Reed ♦Dec 9, 2019 at 21:10
1 Answer
So you want change account owner whenever opportunity closed right? Here is the steps:
- Create process builder in opportunity (run when record changes)
- Add criteria (in this case stage equals closed won)
- Add action Update records, in record type choose 2nd option and lookup to account
- Set value for your new account owner
- Activate process builder and test it