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Owner "Reassignment" Enhancement

Open josephdesch opened this issue 2 years ago • 2 comments

One of our users brought up a feature of Demand Tools that allows bulk ownership change of related contacts and open opps when updating owners on an account. As far as I know, this feature doesn't exist in Jetstream and we would need to load in separate update files (or update multiple objects in a single file).

Is this a possibility within Jetstream? Happy to discuss further, provide more info, etc.

And as always, love me some Jetstream, thank you so much for this beautiful tool. Use it everyday.

josephdesch avatar Feb 09 '23 17:02 josephdesch

@josephdesch - I have not tried this specific use-case, but it should be possible to update the ownerId for records across multiple objects at the same time

  1. choose the objects that you want to re-assign
  2. Use the new user id as the value to set each record to
  3. use the OwnerId = 'old-userId' as the custom criteria to indicate which records should be modified

I am not familiar with bulk record re-assignment, so I don't know if there are any nuances to the use-case or order of operation that would need to be applied here.

I will leave this ticket open as it might be a feature worth pursuing. I did open a discussion so if anyone else sees it they can comment https://github.com/jetstreamapp/jetstream/discussions/125

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paustint avatar Feb 11 '23 14:02 paustint

That makes a lot of sense, thank you for the response! I usually just do this manually with separate files, but the upload without a file tool has a lot of benefits in this scenario.

josephdesch avatar Feb 13 '23 20:02 josephdesch