Salesforce

Change an Organization on a Request

« Go Back
Information
Change an Organization on a Request
360031812293-Change-an-Organization-on-a-Request
Details

When a request is newly submitted and in External disposition, you have the ability to move it to a different organization via the Request Toolbox within the request record. Once it is submitted into the approval process, it cannot be changed through the UI.

  • Organization reassignment is also available in Log Hours for program types, with specific guardrails (for example: the hours cannot be tied to an event or payout, and reassignment does not re-check eligibility).


Powered by