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In this scenario, we want to make sure that any Opportunity that is associated with a disabled User gets flagged so that it can be reassigned.
We want to show a notification when an Opportunity is opened and the Opportunity’s parent Account is owned by a disabled User.
North52 BPA Solution
The North52 BPA solution works like this:
- A formula is created that will trigger whenever a Opportunity record is opened
- The formula will check to see which User owns the parent Account of the Opportunity
- If the User is disable/inactive, the formula will set a form notification on the Opportunity to let users know it needs attention