Como atualizar o proprietário doo lead do Salesforce para corresponder ao proprietário do evento
Atualizado 17 de março de 2026·6 min de leitura
Disponível para Proprietários e administradores em Teams and Enterprise planos.Ver planos
O Salesforce cria um novo evento para os convidados existentes, mas o proprietário do lead não atualiza. Você pode querer atualizar o proprietário do lead para corresponder ao proprietário do evento, por exemplo, quando um lead passa para um estágio diferente do ciclo de vendas.
Para saber mais sobre o comportamento padrão de fluxo, acesse este artigo.
Atualize o proprietário do lead para corresponder ao proprietário do evento
Observação: se você não tem certeza de qual versão utiliza atualmente, pode visitar sua página de integrações do Salesforce para confirmar sua versão.
Locate your flow
- In Salesforce Setup, search for Flows. Select Flows.
- If you haven't customized the CreateEventTemplate before, you'll need to create a new flow based on the template. To do so, you can open the CreateEventTemplate, customize it directly, then Save as. Saving it will create a new flow. You can call the new flow something like "CreateEvent."
- If you've already customized the flows, then open your customized flow.
Add a Decision element
- From the Toolbox on the left-hand side, drag a Decision element to the far right of the flow, next to the Create Records: Create Event element.
- At New Decision, set Label to Lead Match to update.
- Under Outcome details, set the Label to Lead Match to Update Record Owner.
- Under Condition Requirements to Execute Outcome, select All Conditions Are Met. You'll set up 3 conditions.
- For the first condition:
- At Resource, select WhoRecordId.
- At Operator, select Does Not Equal.
- At Value, select $GlobalConstant.EmptyString.
- Select, + Add Condition. For the second condition:
- At Resource, select LeadConvertedAt.
- At Operator, select Is Null.
- At Value select $GlobalConstant.True.
- Select, + Add Condition. For the third condition:
- At Resource, enter WhoRecordId.
- At Operator, select Is Null.
- At Value, select $GlobalConstant.False.

- Select Done.
Add an Update Records element
- From the Toolbox on the left-hand side, drag an Update Records element to the far right of the flow next to the Decision, Lead Match to Update element.
- At New Update Records, set Label to Update Lead Owner.
- Under How to Find Records to Update and Set Their Values, select Specify conditions to identify records, and set fields individually.
- Under Update Records of This Object Type, at Object, select Lead.
- At Filter Lead Records, at Condition Requirements to Update Records, select All Conditions are Met. You'll set up a condition:
- At Field, select Id.
- At Operator, select Equals.
- At Value, select WhoRecordId.
- At Set Field Values for the Lead Records, you'll set up a field.
- At Field, select OwnerId.
- At Value, select OwnerId.

- Select Done.
Connect the elements
- Connect the Subflow: Create Event Attendee Template element to the Decision: Lead Match to update element.
- Connect the Decision: Lead Match to update element to the Update Records: Update Lead Owner element.
- For the Select Outcome for Decision Controller popup, leave the Outcome as Lead Match to Update Record Owner, and select Done.

Save and activate the flow
- Select Save As, then A New Version, then Save.
- To activate your flow, select Activate.
Note: you will also need to deactivate the CreateEventTemplate, so you don’t have duplicate events in Salesforce.
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