Swantide

When a Child Account is created with or updated to have a Parent Account, automatically update the Owner to match

Disallow Users to Change Child Account Ownership and prompt them to do so at the Parent

When a Parent Account Owner is changed, update Child Accounts (if applicable)

1. When a Child Account is created with or updated to have a Parent Account, automatically update the Owner to match
2. Disallow Users to Change Child Account Ownership and prompt them to do so at the Parent
3. When a Parent Account Owner is changed, update Child Accounts (if applicable)

If using Parent and Child Account relationships, use this Swantide Workflow to ensure that Child Account Owners always match to their Parent

Match Child Account Owners to Parent

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