--0000000000008f71da0631328222 Content-Type: multipart/alternative; boundary="0000000000008f71d80631328221" --0000000000008f71d80631328221 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I'm requesting that if the account owner is a HCL and a GM is in the Marketer Credit field, the HCL should be in the Marketer Credit field please. It appears the GMs are in the Market Credit field unintentionally on those specific records. Example: *Referral Account:* Kaiser Woodland Hills *Referral Account Owner:* Shaun Farrell, since 8/2024 *Opportunity: *Marjie Mautner , created 3/2025 *Marketer Credit: *GM Janette Garcia who created the Opportunity with the Kaiser Woodland Hills Referral Account owned by Shaun, but is for some reason in the Marketer Credit field. *^^I see as of yesterday our SF team corrected the Market Credit on this one - thank you!* Renee, it doesn't appear Janette ever owned that Referral Account=E2=80=93 = I'm wondering if there is a Salesforce issue going on? Perhaps related to Janette being the Opportunity owner since she created the Opportunity to your point? We always want the Market Credit field populating based on the owner of the Referral Account selected when the record is created. On Tue, Mar 25, 2025 at 3:19=E2=80=AFPM Donny Deshotels wrote: > Julia, > > I want to make sure we are clear on what to change. In some cases we have > a Marketer Credit assigned to a GM, but the account is owned by an HCL, R= ev > Ops, or Corporate Team. Should those be changed back to the account owner= ? > Or maybe a simpler question is - should all of the opportunities and > clients have their Marketer Credit matching the current Account Owner? > > Donny > VP, Data and Analytics > *225.916.9227 * > > > On Tue, Mar 25, 2025 at 4:10=E2=80=AFPM Renee Drobek > wrote: > >> Thanks for the clarification! I did some research and for the vast >> majority of these, the reason Marketer Credit wasn't picked up was becau= se >> the Opportunity was created before the user was the owner of the Referra= l >> Account. I validated this by checking the date that the Account Owner >> changed on the Referral Account compared to the date the Opportunity was >> created. >> >> [image: image.png] >> >> The part that we discussed and I want my team to review more in detail i= s >> what happens in cases where the Corporate Team is listed as the Referral >> Account Owner and the lead is converted. It appears like the logic may b= e >> setup to assign Marketer Credit to the Lead Owner in that scenario, but = its >> going to take a bit more digging for me to know for certain. Would the >> preference be that Corporate Team is the Marketer Credit in this case? >> >> We will adjust these opportunities accordingly and keep you in the loop >> on what we find. >> >> On Tue, Mar 25, 2025 at 4:10=E2=80=AFPM Julia Jenkins >> wrote: >> >>> Yes! They are highlighted in yellow in the spreadsheet Donny provided >>> (the HCL owner profile examples - see