RevOps and Sys Admin Folks - ever fail to update who Created an Opportunity because Salesforce locked the field down? If you have, we've got great news for you! Swantide's Workflow "Custom Opportunity CreatedBy Field" stamps the Opportunity Creator into a User Lookup Field ("Custom CreatedBy") every time an Opportunity is created!
Once enabled, we recommend you to also enable the following Workflow so only System Admins can update this Field.
Workflow Name: Lock Down Opportunity Fields by Profile
Now you maybe asking yourself, why would I need this field in my environment? Some companies like to report Attribution on who created an Opportunity. Sometimes, this reporting can get misaligned because a rep wasn't the Account Owner, but booked the meeting. In these cases, these companies prefer to credit the meeting booker for the Opportunity.
Or, sometimes, when migrating from a Legacy CRM and importing records into Salesforce, companies forget to "Enable "Set Audit Fields upon Record Creation" and "Update Records with Inactive Owners" User Permissions" and all the records they have been prospecting need to get updated with the true Opportunity Creator (this permission only allows you to update the CreatedBy field on record insert and creation, not Update).
Regardless of your use case, this field will give you greater flexibility and peace of mind to keep your CRM running like a well-oiled machine.
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