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Owner "Reassignment" Enhancement
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 - 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
- choose the objects that you want to re-assign
- Use the new user id as the value to set each record to
- 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
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.