Lesson: 61 | Track Account Owner Changes

User Story

User Story

As a Salesforce Administrator,
I want to track changes to the Account Owner by automatically updating a checkbox and storing the previous owner in a lookup field,
so that I can keep a record of ownership changes for reporting and auditing purposes.

Acceptance Criteria

Fields:
- A checkbox field named Owner_Changed__c on the Account object.
- A lookup field named Previous_Owner__c that references the User object.
Functionality:
- When the Account Owner (OwnerId) is changed:
  - The Owner_Changed__c checkbox should be automatically set to true.
  - The Previous_Owner__c field should be populated with the User who was the owner before the change.
- If the owner is not changed, the checkbox remains false.
Automation:
- A trigger or declarative automation (Flow/Process Builder) will be used to implement this functionality.