Switch Routine Owner

Multiple sales admins can pause and activate routines. When the routine owner no longer has privileges to manage routines, their routines will stop running. Now, you can switch the routine owner and continue running the routine with new owner's credentials. Switch owner is not needed for routines created with elevated access; elevated access is not impacted by privilege changes to the routine owner.

Switch the routine author when the administrator who created the routine leaves the company or changes roles.  Routines created with elevated access or with event triggers are not impacted as they run over all data.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

The following roles can manage routines:

  • Sales Administrator
  • Application Implementation Consultant
  • Customer Relationship Management Application Adminstrator