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Workflow rules on Different business objects, Lead and Contact.

Sep 27, 2017 at 07:16 AM


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My Requirement related to Standard functionalities

Dear All,

IS there any standard functionalities that support my case,

After I update Lead owner to me, I want all contact's owner with that Lead update the same owner of Lead (which is my ID)

For Example, Lead A is create by Sales A, with Account A, Account A contains 4 contacts, Contacts A, B, C, and D

Owner of Lead A and All 4 Contacts is Sales A

My requirement is After Sales A declined Lead A, and assigned to Sales B manually (Changes Lead A's owner to Sales B manually)

Now Lead A's owner change to Sales B

and I want All 4 Contacts's owner automatically change to Sales B too

As far as I know “Workflow Rules” isn’t support auto fields update across different business object, for example, Contact business object and Lead business object.

Please Guide

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1 Answer

Best Answer
Gabriel Brage
Sep 27, 2017 at 04:14 PM

Hello Atit,

I do not see any standard way to fulfill your requirement, maybe you achieve is via a PDI custom field named as owner.

If you need this functionality urgently you may contact your implementation manager to help with such request or approach directly the SAP Cloud Service Center via e-mail to SAP Service Center:

Best Regards

Gabriel Brage

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Hi Gabriel

Thanks for your quick replied, appreciate your help

Best Regards,