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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

  1. 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

  1. 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.
  2. At New Decision, set Label to Lead Match to update.
  3. Under Outcome details, set the Label to Lead Match to Update Record Owner.
  4. Under Condition Requirements to Execute Outcome, select All Conditions Are Met. You'll set up 3 conditions.
    1. For the first condition:
      • At Resource, select WhoRecordId.
      • At Operator, select Does Not Equal.
      • At Value, select $GlobalConstant.EmptyString.
    2. Select, + Add Condition. For the second condition:
      • At Resource, select LeadConvertedAt.
      • At Operator, select Is Null.
      • At Value select $GlobalConstant.True.
    3. Select, + Add Condition. For the third condition:
      • At Resource, enter WhoRecordId.
      • At Operator, select Is Null.
      • At Value, select $GlobalConstant.False. 4407823612951
  5. Select Done.

Add an Update Records element

  1. 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.
  2. At New Update Records, set Label to Update Lead Owner.
  3. Under How to Find Records to Update and Set Their Values, select Specify conditions to identify records, and set fields individually.
  4. Under Update Records of This Object Type, at Object, select Lead.
  5. 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.
  6. At Set Field Values for the Lead Records, you'll set up a field.
    • At Field, select OwnerId.
    • At Value, select OwnerId.
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  7. Select Done.

Connect the elements

  1. Connect the Subflow: Create Event Attendee Template element to the Decision: Lead Match to update element.
  2. Connect the Decision: Lead Match to update element to the Update Records: Update Lead Owner element.
  3. For the Select Outcome for Decision Controller popup, leave the Outcome as Lead Match to Update Record Owner, and select Done.
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Save and activate the flow

  1. Select Save As, then A New Version, then Save.
  2. 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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