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andreammelde
andreammelde
Helper ⭐️⭐️
February 13, 2020
New Idea

Rules to update owner of CTAs

  • February 13, 2020
  • 21 replies
  • 453 views

It would be great to be able to create a rule to update the owner of a CTA. I can manually do this with CTA mass editor, so I feel like I should also be able to do this via an automatic rule.

 

Examples:

  • CSM changes and the rule will update the owner to the new CSM
  • When the CTA fired, it was assigned to the default owner. At a later point a CSM is assigned to the account. The rule would update to the CSM now on the account

    21 replies

    cellis
    Contributor ⭐️
    March 10, 2020

    Wondering if anyone has any advice on a work around to automate? 

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      April 6, 2020

      Hi @andreammelde @cellis :

      Thanks for sharing this use-case. It is there on our roadmap to enhance rules to allow updating of CTA owners. For now the only way is to do it manually via the mass edit tool. I will keep you posted as and when we make any progress on this feature

        cmultanen
        cmultanen
        Helper ⭐️
        September 16, 2020

        Is this still on the roadmap? It would be a huge time saver if we could just set up a rule to automatically reassign CTAs to the new CSM instead of having to use the mass edit tool. 

        gunjanm
        gunjanm
        Expert ⭐️
        September 16, 2020

        @aditya_marla we’re going through a ton of account transitions and this has been the biggest outstanding pain point. Any word on timeline here?

        Gunjan
          bradley
          bradley
          Expert ⭐️
          February 20, 2021

          Is there an update on this? @sai_ram any thoughts? Or can we do this now and I missed the memo?

          lmastriano
          Contributor ⭐️
          April 7, 2021

          This is a high priority item for our org, is there an update?

            sriram pasupathi
            sriram pasupathi
            Helper ⭐️⭐️
            April 8, 2021

            All, this is something we want to definitely do as a part of our CTA rules enhancement as this problem completely makes sense and is worthy of solving. Given our current roadmap, we would ideally be picking it up in the medium term (Q3-Q4 timeframe). Thank you.

              jochle
              Contributor ⭐️⭐️⭐️⭐️⭐️
              May 13, 2021

              Let’s definitely do this. This would be great. We also currently have a manual process to utilize the Mass Edit, but that means users may go days without seeing CTAs that should be assigned to them.

                andybuchanan
                andybuchanan
                Contributor ⭐️⭐️⭐️⭐️
                September 21, 2022

                We also have a use case where CTAs are assigned at the relationship level.  Mass Edit (at least on SFDC Edition) doesn’t allow you to filter on the Relationship Object, so Mass Edit option doesn’t work for us.  Only work around is an SFDC update via Workbench.

                Andy
                  anthonysabato
                  anthonysabato
                  Helper ⭐️
                  September 21, 2022

                  We also have a use case where CTAs are assigned at the relationship level.  Mass Edit (at least on SFDC Edition) doesn’t allow you to filter on the Relationship Object, so Mass Edit option doesn’t work for us.  Only work around is an SFDC update via Workbench.

                  You should be able to using the Entity Type field to identify Relationships

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