Questions tagged [owner]
The owner tag has no usage guidance.
49
questions
-2
votes
2
answers
120
views
Validation rule to not allow the conversion of a lead with an specific owner id [duplicate]
I want to avoid the conversion of a lead if its owner id is equal to 0050O000009PQCKCKQA4.
In Setup/Lead Settings I have activated the option "Require Validation for Converted Leads".
This ...
- 13
-1
votes
1
answer
2k
views
How To Add The "Change Owner" Button Inside Lightning Record Page?
I have a requirement in which I must add the standard "Change Owner" button inside a lightning record detail page. I know that this button appears inside list-views, but I need to show the ...
- 95
0
votes
1
answer
374
views
Prevent change of account owner unless its in your name
Current validation rule which stops account ownership being changed unless you have a system admin profile. I wish to allow account ownership to change if the account is in the users name...any ...
- 1
1
vote
1
answer
1k
views
How to change the owner for dashboard and reports?
Some dashboards and reports not working after disabling the left employee login.
So I want to assign a new owner to the existing dashboard and reports.
Could you guide me how to change the owner name ...
- 11
0
votes
1
answer
811
views
Case Owner Update
Kind of stuck, anyone have any input. When I create a new case for Internal Appeals and set the functional area to Benefits- Ops and status to Functional Area Review, the Case Owner is updated ...
2
votes
0
answers
784
views
How to keep account team members without deleting when changing the owner on Account?
How do i check the "Keep account team members" option always? Or is there any way to achieve this through code or API(s).
- 429
-1
votes
1
answer
347
views
Owner change only for system admin except for one user
I have set up a validation rule so that certain profiles are the only ones allowed to change owner.
ISCHANGED(OwnerId) &&
$User.ProfileId <> "00e1I000001WfzK" &&
$User....
0
votes
0
answers
75
views
How to get owner's photo in custom record page?
I made a custom record page, where I can get detail info about records. This includes the owner field. And next to the field I want to get a photo of the owner and maybe user's photo from "...
2
votes
1
answer
612
views
Is it possible to use OwnerChangeOptions with the REST Api?
I often change the Account Owner in my salesforce objects using the REST Api. I want to use the OwnerChangeOptions, for example TransferAllOwnedCases. But so far I have only found how to do it using ...
- 21
0
votes
1
answer
155
views
soap api Owner object type changed after updating WSDL file
We have a vb.net app that use the salesforce soap API. The Enterprise wsdl file originally compiled was dating from 2019, so i updated it to the latest version (API Version 50.0). After Updating the ...
- 1
0
votes
0
answers
108
views
What is the name of the page "Change Opportunity Owner"?
I'm not developper but need to find the name of the page which displays when we click on "Opportunity Owner" to change the owner of the opportunity (see image). How i can find it into ...
2
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1
answer
113
views
Can Territory be an owner of a record?
While listening to video "Sharing and Visibility With Salesforce" from Salesforce Apex Hours youtube channel at time 20:14, I have seen a slide where it is stated that a Territory can be an ...
- 164
0
votes
1
answer
940
views
How do I use the OwnerID of the record to get related fields from the the user in a class?
This is what the current class looks like but I wish to do the same now with the OwnerID instead of User.
public with sharing class BranchService {
public static Id getUsersBranchInfo(Id ...
- 1
0
votes
1
answer
882
views
The standard account "change owner" option doesn't trigger opportunity trigger
The standard "change owner" on account record has surprising behavior.
Salesforce Standard Change Owner Behavior
When changing account owner, opportunities owned by the current owner are ...
1
vote
1
answer
3k
views
SOQL query to read Owner fields
I am trying to write a SOQL query to return some Lead data, along with the Lead Owner's CompanyName.
I have tried multiple iterations, but cannot seem to get the syntax right.
Something like this:
[...
- 11
0
votes
1
answer
960
views
Is it possible to override "Change Owner" button from listview items menu?
As the title says: Is it possible to override "Change Owner" button from listview items menu? If so, how can be done?
Thank you all!
- 21
1
vote
1
answer
376
views
WhoId, OwnerId and WhatId CSV Headers?
Polymorphic & Relationship Fields
I'm trying to insert a task via Bulk API and providing the below csv headers, but getting Malformed_ID error.
Owner:User.FederationIdentifier
Contact:Who.Id
...
- 160
3
votes
2
answers
2k
views
SOQL With Owner Fields cause Errors
I'm trying to receive some fields from Owner in a custom object.
Some of the standard fields are retrieving perfectly and some throws me an error.
Example:
[SELECT Name, Fields__c,Field2__C Owner....
- 1,147
0
votes
1
answer
1k
views
Update owner Change
I have a custom field as previous owner in account lookup to user object
Whenever I modify an account the previous owner field should get updated as account owner.
I tried it using workflow and ...
1
vote
1
answer
1k
views
Lightning:recordForm - changing the owner in edit mode
I am using lightning:recordForm on my component that is displaying some case data along with the Owner. It's not possible to edit the owner, like it is on the standard one. Is there any way around ...
0
votes
1
answer
2k
views
How do I find Account Owner from Contact [closed]
I have Contact Id and I want to find email of Account Owner not Owner of contact.Can you please provide me ref that what is the relation of contact with Account and how do we get Account Owner from ...
0
votes
3
answers
4k
views
Why Owner relationship is not available for custom objects and for some standard object like Case?
This seems to be very strange.
While we can use Owner relationship explicitly for many standard objects like Account and run this code without problems
Account a = [ select Owner.Id from Account ...
- 16k
-2
votes
1
answer
1k
views
How to get Case Owner Name from case object [duplicate]
In Child Object(Incident) i have a field called Client ID(BMCServiceDesk__FKClient__c) this is a lookup field relates User .I need to populate Case owner field value in to Client ID.
While creation ...
- 25
0
votes
2
answers
888
views
How to populate owner name instead of id from a child object
Here i am trying to get owner name value from child object incident , OwnerId is populating correctly but when i tried with Owner.Name, value is coming null in debug log.
Please find my piece of code ...
- 25
0
votes
1
answer
2k
views
Update Record owner to Public Site Guest User
I have a situation where some records are owned by the "Public Site Guest User" user and due to an issue another user had to create a record and fix some data.
In order for this corrected record to ...
- 335
0
votes
1
answer
2k
views
Setting owner of a record, Field is not writeable error
I am currently facing a problem where i am trying to update the owner of a record.
I have a record ABC of type HistoryRecord. The owner of record ABC is 'John'.
Now, using apex, i have created a ...
user51525
0
votes
2
answers
153
views
how to notify by email if account owner owns more than 100 records in salesforce
Please can anyone suggest me on how an admin can be notified by email if account owner owns more than 100 records. I've created a report to get the record count for each account owner. Then in order ...
- 5
0
votes
1
answer
1k
views
User creating case record not being able to view the case
I have a user who has created a new Case Object record. The user has Read/Write/Create access for his profile for Case. The org-wide settings for Case is Private. The Case owner is a different user(...
- 361
0
votes
1
answer
163
views
Records Owners in Apex tests
When trying to deploying from Sandbox to Production, one our test fails because a Record Owner is set to be a user whose license has been disabled in production.
Given that the code is not setting ...
- 1,702
0
votes
1
answer
219
views
How do I make a Standard User the Owner of a Custom Object?
I've created a custom object and want to make another user the owner, how do I make a Standard User the Owner of a Custom Object?
Error message reads:
Transfer Requires Read
The new owner must ...
2
votes
1
answer
11k
views
How to get the case owner name?
You can see in the example below that I'm using the OwnerId to check who's the owner of the case (it isn't pretty but it works).
But what if I have 100 users? Can someone suggest a solution for this?...
- 1,587
0
votes
1
answer
3k
views
show current login user's case record only
in below query it'll throw an exception unknown token )
what the issue for this OwnerId= :UserInfo.getUserID()
SELECT Status, Origin from Case WHERE OwnerId= :UserInfo.getUserID() And ...
- 1,366
0
votes
1
answer
398
views
Retrieving Owner properties from apex query
I can query something like select myCustomField, Owner.Name from myCustomObject, and get the owner's name in the results, which works as expected in a soql query.
However, when I execute this in ...
3
votes
1
answer
503
views
How to handle optionally null related objects in process builder?
We have a custom object that can be associated with an account. Since this object type is usually created by an automated process, we'd like to trigger emails to account owners when these objects are ...
- 291
1
vote
1
answer
780
views
Case Object cannot show Case Owner, Contact Name, Account Name correctly
I used a VF Page and created a button that used this VF Page. Is anybody know why the value of Case Owner doesn't show correctly, my code is like this:
<apex:outputText value="{!Case.Owner}" />
...
- 23
3
votes
2
answers
515
views
Is it Possible to Set a Chatter External User for Lead Default Owner?
In my case Lead is coming from external system and might be they don't have the Lead Owner column so, i would like to set Lead Owner which is "Chatter External User" as a Default Owner. (I tried to ...
- 453
0
votes
0
answers
450
views
Email notification for Account ownership change is not being sent for some types of Accounts
When changing Account owner and ticking "Send Notification Email" checkbox, new owner should receive notification via email:
We have configured three Record Types for Account object. Automatic ...
- 1,463
4
votes
1
answer
4k
views
How to convert a lead owned by queue?
I am getting an issue:
REQUIRED_FIELD_MISSING, Converted objects can only be owned by users. If the lead is not owned by a user, you must specify a user for the Owner field.: [OwnerId] while ...
- 3,969
0
votes
1
answer
1k
views
A custom object lookup field not visible on visualforce page!
I have created a custom object with a lookup field NewOwner__c. As per my requirement, I'm using this field in a visualforce case details page's popup to change the case owner. On the case details ...
0
votes
1
answer
1k
views
Rename Standard Field on Managed Package Object
Am trying to override standard Owner Field label on Managed Package Object using Translation Workbench Override but the field is missing from Translation workbench and also we don't get an option to ...
- 13.6k
0
votes
1
answer
686
views
When Changing an Opportunity Owner can an email notification be mandatory?
Is it possible to make the email notification mandatory when changing the opportunity owner without having to tick the box, or have the box as default ticked?
Preferably without coding - If possible,...
- 149
0
votes
1
answer
1k
views
Group as owner of a record
I want a core group of people to have access to create/edit a bunch of records. This group would be a Management Team, anyone in that team can create/edit these records. However I want team members ...
- 141
1
vote
1
answer
4k
views
How to add opportunity owner in email template?
guys I am having trouble including the opportunity owner in my email template.
This is what I used to include the opportunity owner:
{!Opportunity.Owner}
But when I use this I just get a blank in my ...
- 399
3
votes
1
answer
2k
views
Task owner does not change
When we change owner of a record (Ex opportunity) on Salesforce, there is a message at the top of the page saying :
This screen allows you to transfer an opportunity from one user to
another. ...
- 189
0
votes
2
answers
1k
views
How to populate owner field from a formula field?
I have 2 object : one and two.
Onject two had a field named prop__c and I want to put the value of this field in the Owner field of the object one, is it possible ?
The prop__c field is a formula ...
- 1,909
0
votes
1
answer
361
views
Stop case owner from changing when using the "Stopped" checkbox
I am using milestones for cases and when I change the value of the checkbox "Stopped" (when I check or uncheck it), the owner of the case goes back to the default queue.
Is it possible to avoid this? ...
- 1
1
vote
1
answer
34
views
Owner not getting mapped to the created record
A Visualforce page reads param id of a custom object CustomObjA__c and creates a new record of CustomObjB__c by mapping the required fields from A to B. It also maps the owner of record A to B. After ...
- 1,958
0
votes
1
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748
views
How to insert owner name in Account?
I have tried inserting a new record with ownerId and also with ownerName.But using "Ownername" shows the below error
Account acc=new Account(Name='nEW',OwnerId='00528000001IpTb');
insert ...
- 1,456
6
votes
1
answer
8k
views
How to get Record Owner ID from record ID?
I want to get the owner id/ user id of current record.
for this what I know, we have to do 2 things.
1) First we have to fetch record ID from URL by using
ApexPages.CurrentPage().getparameters()....
- 2,709