Use any lookup field containing user info to assign leads on a "sync lead" or "change owner" flow steps | Community
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Grégoire_Miche2
Level 10
March 29, 2016
New

Use any lookup field containing user info to assign leads on a "sync lead" or "change owner" flow steps

  • March 29, 2016
  • 1 reply
  • 1066 views

When syncing a lead or changing it's owner, only real users and queues are accepted. We cannot use tokens.

We should be able to use any lookup field from SFDC that contains a user ID (so any SFDC lookup(user) field) to set the task, be that field on lead, contact or account.

A typical use case for this is that I get to know which account a new lead belongs to and I can attach the unconverted lead to this account in SFDC with a lookup(account) field. As a result, I can know the account owner, but as this is no standard field, I cannot use that info to assign the lead.

-Greg

1 reply

February 6, 2020
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