2518008 - How to Assign Me as Owner Automatically When an Individual Customer Is Created via Lead Conversion

When an individual customer is created via lead conversion, you want the owner of the individule cusotmer assigned as you automatically via a workflow rule.  

1. Go to the Sales work center.
2. Go to the Leads view.
3. Open Lead XXX. (XXX represents the Lead ID)
4. Click on Actions > Convert To Opportuntiy
5. On the Opportuntiy Quick Create screen, you fill in the necessary data.
6. Click on Save. Opportunity YYY is created. (YYY represents the Opportunity ID)
7. Along with the Opportunity YYY, Individual Customer ZZZ has also been created (ZZZ represents the Customer ID).
8. You want the owner of the Individule Cusotmer ZZZ automatically assigned as you along with the creation. 

Set up a workflow rule following below steps:

1. Go to the Administrator work center.
2. Go to the Workflow Rlues view.
3. Click New to create a workflue rule.
4. Select the Business Object as Individule cusotmer.
5. Set Timing as On Every Save.
6. Define a Condition for Status field (Check Value Before Object Change box) and select the Status equal to In Preparation.
7. Define the Rule Type as Action.
8. Select Action as Assign me as owner.
9. Save and active the workflow rule.

You can use the same way to create a workflow rule to assign you as owner when an Account (not individule cusotmer) is created via lead conversion.

Refer to the CD: 2348589 - Assign Me as Owner Action on Workflow Rule does not work when an Account is created via Lead Conversion

KBA , LOD-CRM-ACC , Account , How To

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