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Can you change SalesForce Account Owner with Boomi when Account Executive is replaced?

Question asked by bwambold611792 on Jun 4, 2018

Hello All,

 

Boomi Newbie here. We used a consultant to to get us going, but now they are gone.

 

Like any organization we have Account Executive turnover. Changing Account Owner, Account Executive and other fields takes a lot of time. Ideally, we would like to automate the process. 

 

What I would like to do:


Using departing Account Owner Name (AE) as a parameter find all Accounts owned by departing AE and change Account Owner to new AE.
I am thinking a Connecter Call could use Account Owner Name to return SalesForce Account ID and then an Update Operation could change the Account Owner Name to new AE?
 
Is this even possible? We are trying to automate as much of the manual SalesForce maintenance as possible.

 

Also, any recommended Dell Boomi training providers in Harrisburg or Philadelphia area?

 

Thank you.

 

Robert
 

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