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HOT USE CASE: Change Ownership Of Records Automatically



With Salesforce, it can be manually intensive to monitor and update ownership of records. Rather than having your users or system administrators waste time managing record ownership, you can instead setup Rollup Helper to do the heavy lifting for you and have everyone doing what they do best: marketing, sell, and support!


Concept 1 - Case Ownership: With Rollup Helper, you can automatically change ownership of records such as Cases based on the ownership or userid of child records. For example, you can rollup the person who last created a case comment and make them the the case owner.