Change Salesforce Contact Owners

Automating changes to Salesforce contact owners usually requires custom code, triggers or tricky process builders.

Another common challenge is ensuring that contact owners stay in sync with account owners.

With Gradient Works, Salesforce Admins can fully automate contact owner changes, including making sure contact and account owners are in sync. Build no-code workflows using Salesforce Flow and perform round-robin assignment while maintaining a full audit history.

Routing and assignment in Salesforce overview

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Woman learning to implement routing and assignment in Salesforce

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Check out our documentation to see how you can implement any type of routing and assignment in Salesforce.

Easier, faster, smarter Salesforce routing

Improve your Salesforce account matching, lead routing, round robin and so much more. Let's start with a conversation about your process.

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