DemandTools Tips & Tricks - Reassign Ownership to just update Contact Owners to match the Account Owner
Thursday, September 19, 2013
Sometimes ownership of sub objects gets broken, and no longer matches the Account owner. It's a simple fix using DemandTools and the Reassign Ownership Module, easily update the sub objects - whether that is Contacts only or Contacts, Opportunities etc to match the Account Owner.
In Reassign Ownership use the "Current Owner (selected sub-objects will now match parent objects ownership)" option.
Screen #1 - Objects to Reassign:
1. Select Account as the Object to Reassign.
2. Leave where clause as "Use all".
3. Pick fields to show for confirmation.
Screen #2 - Final Reassignment Options:
1. Select the "Current Owner (selected sub-objects will now match parent objects ownership)" radio button.
2. On the bottom of the Screen, check the "Use" box next to Contacts (should already be checked) and click where it says "Match Parent Owner" and change to "All Records".
By default, Open Opportunities, Open Tasks and Future Events are also checked. These can be unchecked if just the Contacts should be reassigned. If these sub-objects should be changed also, make sure "All Records" is selected for these also.
Now find your matches and process.
Here is link to our Help Documentation on this option:
http://help.crmfusion.com/DemandTools/?pageid=Reassign_Ownership#Final%20Reassignment
Notes:
1. If the Account is owned by an inactive owner the Contacts WILL not be reassigned (cannot update owners in Salesforce to an inactive owner).
2. If the Contact is ALREADY assigned to the Account Owner, no changes will be made (will not "update" to the same owner and hence the "Last Modified" information will not be changed).
3. A restore file will be generated with the previous Contact Owners, therefore, the old ownership can be restored if required.
posted by A Miller @ 11:01 AM,
