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How to update the Business Unit for existing Opportunities

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edited Oct 22, 2020 4:13PM in Sales 6 comments

Summary

How to update the Business Unit for existing Opportunities

Content

Hi Team,

We are trying to implement multiple BU concept in our customer instance, but earlier they were having only one BU and running their business.

and they have lot of Leads and Opportunities in application.

Now we want to split that into 3-4 BUs, for new records the BUs automatically populating without any issue according to the user setup.

But, we are unable to update the BU for existing Opportunity through UI and import.

Is there any way we can update the BU for existing Opportunities based on the Owner / some other data of the Opportunity?

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