Announcement

Collapse

Information Needed

See more
See less

Account Owner for New Accounts after Update

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Account Owner for New Accounts after Update

    Hello,

    Since reconnecting our org after the most recent update, new Accounts that register through our events page are assigned to "default Site Guest User". Is there a way we can change this so that the owner is the connected user to the app?

    Thank you!

  • #2
    Good day @CoralReefAlliance

    That is the feature included upon requests from many of our clients to track the user who processing a transaction. However, you may accomplish above using workflows.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment

    Working...
    X