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What is the process for changing the "lead owner" through the salesforce API?

Currently creating an automation using zapier which should change the lead owner in salesforce when the event takes place. It successfully reaches salesforce but does not actually change the "lead owner" but it is instead reflected in the lead history section. There is no clear salesforce workflow or rule in place which should prevent this automation from occurring. Update lead zap (Owner refers to lead owner)

Lead history salesforce

When the automation executes as you can see above, the lead owner successfully changes in the lead history but it does not actually change the lead owner of the actual lead so we are manually having to go back and change this.

Has anybody else faced similar issues when working with the salesforce API when changing the lead owner and if so what was the solution?

Solution

  • We solved this, just broke down the issue and resolved by doing the following (This was beyond the standard salesforce scope of support as we use custom prefill URL's for anybody wondering):

    1. Create a new hidden field called something such as 'tmp_owner'

    2. Assign the new lead owner ID to a new text field called 'tmp_owner' which is hidden on the lead field to other salesforce org users

    3. Added a salesforce workflow rule when this 'tmp_owner' is populated replace the 'lead owner' field with the data.