CRM
Reassign a Departing Rep's Accounts by Round-Robin and Notify New Owners
When a Salesforce user is deactivated, redistributes their open accounts evenly across the remaining team and DMs each new owner a Slack handoff card with the account's last…
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce User deactivated (IsActive → false)Salesforce
- ActionQuery departing rep's open accounts + activitySalesforce
- LogicBuild round-robin map across active reps in territory
- ActionBatch-update Account OwnerIdSalesforce
- ActionDM each new owner a handoff cardSlack
- OutputPost reassignment summary to sales-ops channelSlack
What it does
Watches for a Salesforce user record flipping to inactive, pulls every account that rep still owns, and reassigns them round-robin across the active reps in the same role/region. Each newly assigned owner gets a Slack direct message summarizing what they just inherited.
When to use it
Run this the moment a rep resigns, is terminated, or goes on extended leave. It prevents accounts from going dark during the gap between offboarding and a manager's manual cleanup, and it spreads load fairly instead of dumping everything on one person.
How it works
- 1Trigger fires when a Salesforce User's IsActive field changes to false.
- 2Query all open Accounts owned by that user, plus each account's last activity date and open opportunity count.
- 3Logic step builds a round-robin assignment map across active reps sharing the departing rep's territory.
- 4Update each Account's OwnerId in Salesforce in a batched write.
- 5For each new owner, post a Slack DM with the account name, last touch, open pipeline, and a deep link.
- 6Output a summary message to the sales-ops channel confirming counts reassigned per rep.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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