I have been seeing this question pop up on the Answers Community over and over again: “How to display the Previous Owner on a record after an ownership change?”. Knowing how versatile the mighty Process Builder is becoming by the day, I decided to give it a shot. And voila, it worked! The same requirement can be accomplished using Workflow Rules but demands a formula field creation which can be avoided if using Process Builder. Please note that you have to be on Enterprise Edition or above in order to use either of these automation tools. Let’s get started with the implementation. I will be creating the Process on the Account object and it can be obviously be applied to any other object in Salesforce:
- Create a custom Text field on Account object
This field will hold the previous owner of an Account record post ownership change.
- Create a Process to execute the needed logic
2c) Adding the Update Records Action as an Immediate Action
In this step, we will update our Previous Owner field on Account with the needed value by using a formula.
PRIORVALUE([Account].Owner.FirstName ) + " " + PRIORVALUE([Account].Owner.LastName)
Note that when you click inside the Record Type* box above, you need to make your selection as shown below:
After saving the above, Activate the process. This is what our Process flow diagram looks like:
Now go to a test Account record, change the Account Owner and see the magic happen! The Previous Owner field that we created in Step 1 will be populated with the Full Name of the prior owner.
Feel free to share in the comments section any other methods that you have used to meet the above requirement.