Overview

A #Trigger Executable is configured to run on Account update so that when the Owner changes, it automatically reassigns related open Quotes owned by the previous Account Owner to the new Owner.

General Use Case

Use Joiner + Scope Filter (Post Join) to left-join source records with their child records, then filter the joined dataset for downstream actions.

Video Demo

Downloadable Executables

DownloadOpportunity.OpenQuotes.OwnerSync

Walkthrough

1

Pipeline - Opportunity.Triggers

pipeline-opportunity-triggers
2

New Executable - Opportunity.OpenQuotes.OwnerSync

new-executable-opportunity-openquotes-ownersync
3

Trigger Settings

trigger-settings
4

Scoping

scoping
5

Mapping

mapping