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Questions tagged [ownership]

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Why SOQL automatically retrieves Owner data, although I don’t specify it in the request?

My Apex Test failed with the following error: Cannot specify both an external ID reference Owner and a salesforce id, OwnerId. It throws on attempt to Database.update a record. In the debug, I’ve ...
Duck The Developer's user avatar
0 votes
1 answer
47 views

How do I create a trigger where only the owner of a case can edit the OwnerId field

How do I make a trigger so that the OwnerId field, which is a Lookup(User) field of the Case object, can only be edited by the Owner of the record
Extra7's user avatar
  • 3
0 votes
1 answer
241 views

Validation Rule. Change ownership only if the user is the owner or the owner is "x" user

I created a Validation Rule to prevent a user to change the record's ownership when is not the owner: $User.Id <> PriorValue(OwnerId) && ISCHANGED( OwnerId ) It worked. But I also need ...
Juan Emilio Denaro's user avatar
2 votes
1 answer
748 views

Validation rule to restrict who can be owner of a case

Building out email to case for our customer service team, we only have sales cloud. I want to restrict who can assign and be assigned a case from the queue, same group of users would need to be able ...
MMay's user avatar
  • 19
2 votes
0 answers
256 views

How does ownership skew impact queues?

I have queues that are assigned more than 10k records, and their records are included in reports and list views. Most of the documentation about ownership skew is around a User owning records. How ...
PartOfTheOhana's user avatar
0 votes
1 answer
301 views

Changing Case Owner in With sharing class

I have few question on "with Sharing" and "without Sharing" keyword in apex, In my Org the OWD for case is Public read only. I have one class where i am updating owner id of the ...
Nitish Yadav's user avatar
0 votes
1 answer
580 views

Transfer Contact along with Account when Ownership changes

Background: when an Account is transferred manually, Salesforce takes care of also transferring all contacts to the new owner. However, when this happens using a mass upload, we can’t accomplish this ...
Zico's user avatar
  • 3
0 votes
1 answer
422 views

Case Triggers or Validation rule not fired when Ownership change happens from Change owner button on Account page

We have a functionality in which we need to update ownership on Case when certain condition satisfies. So we went ahead and wrote 'Validation Rule' on Case. For eg (I have not included more condition, ...
Nagendra Singh's user avatar
0 votes
1 answer
3k views

Does "Changed Owner (Assignment)" denote assignment rules?

I'm trying to track down why a lead is randomly being reassigned and I want to confirm that when the lead history shows an ownership change with "Changed Owner (Assignment)" that indicates ...
Matt's user avatar
  • 1,017
1 vote
1 answer
3k views

Validation rule ownership change

I'm trying to set up a validation rule where only the current record owner or an administrator can change the account ownership. This is what I have at the moment: AND( ISCHANGED(OwnerId), $...
ECallpani's user avatar
  • 113
1 vote
1 answer
1k views

Question related with Opportunities and accounts

I have been working with Salesforce for not more than 2 years, I still finding things that amaze me... but not is something that I've been struggling for a few hours now. Every new opportunity has ...
Arturo Corona de la Cruz's user avatar
0 votes
1 answer
86 views

What's wrong with my Trigger? Stop Task from being reassigned when Opportunity Ownership Changes

trigger OpportunityTrigger on Opportunity(after update) { List<Id> newOwnerOpps = new List<Id>(); for (Opportunity opp : Trigger.New) { if (opp.OwnerId != Trigger.Oldmap....
Jree's user avatar
  • 11
1 vote
1 answer
260 views

How to view someone elses data (owned by them) in my calendar

I can create a calendar my records I own but not my teams. How can I see my teams activities in my calendar.
TheArchitecta's user avatar
0 votes
1 answer
826 views

Creating a dummy user for Default Record Ownership

I am looking to create a test user that will be assigned to the automated ownership settings (default lead owner, default case owner, records created by community users). We already have a similar &...
MMeadows's user avatar
  • 501
2 votes
1 answer
125 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 ...
p-p's user avatar
  • 174
1 vote
1 answer
959 views

What permission is required to set a queue as a case ownerId?

I am having an issue on a VisualForce page where my queue is not auto-updating with an ownerId based on the profile I'm on. It's not throwing an error anywhere and giving them the 'View All Lookup ...
RachelK's user avatar
  • 79
2 votes
1 answer
1k views

Changing owner for Account simply changes the owner of the associated opportunities and contacts without calling their triggers

When changing owner for an Account opens a pop up that says, The new owner will also become the owner of these records related to Think Big Corp that are owned by you. 1. Open opportunities 2. ...
nSv23's user avatar
  • 544
5 votes
1 answer
5k views

Can a Group Own a Record?

Experience with the platform tells me the answer is "no". But I notice that Documentation says that a "group" can "own" a record. Salesforce stores access grants in ...
krigi's user avatar
  • 2,236
0 votes
2 answers
132 views

I have written a logic for deciding which user can change the owner of an Account record. Is there a way to generalize this for other objects?

The logic is as follows: public static void changeOwner(Map<Id, Account> newAccs, Map<Id, Account> oldAccs) { Map<Id, Id> objOwnerMap = new Map<Id, Id>(); for(...
nSv23's user avatar
  • 544
0 votes
0 answers
960 views

Lightning component to update a field on the record

I am trying to replace the Javascript button to Take Ownership on the Case to a lightning component like below Controller ({ recordLoaded: function(component, event, helper) { var ...
user81642's user avatar
  • 677
1 vote
0 answers
175 views

the sChanging Case Owner to a Queue manually

I'm using a test user to change the case owner to a queue but when I search for a Queue this is shown. I already created queues and the user is a member of that queue. Any help please? Thank you. ...
Atoc's user avatar
  • 37
0 votes
3 answers
385 views

Change account owner of Opportunity if it meets criteria in Apex Class

I've written an apex class to update all Opportunities which meet a certain criteria. I understand how to change the fields values on that specific opportunity, but am confused to how I would change ...
traguseo's user avatar
0 votes
0 answers
350 views

How to change Organization Owner

Is it possible to change the Company Information owner? I am facing an INACTIVE_OWNER_OR_USER error which is due to the owner being an inactive user. Does not appear I can query for OwnerId either to ...
ebar's user avatar
  • 447
1 vote
1 answer
424 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 ...
Sid's user avatar
  • 175
0 votes
0 answers
73 views

How to declaratively assign a user ID to all new Leads that will be created?

I want to make it so that all newly created leads will have a particular user ID as the owner ID. Where would I get about making that change?
kratos's user avatar
  • 541
0 votes
1 answer
3k views

Account owner not able to add Account Team

I'm facing a issue where an Account Owner is not able to add Account Team Member. He is able to see all the users but still after clicking Add Team Member button, option to select user is not visible. ...
salesforce Developer's user avatar
1 vote
1 answer
873 views

How is user gaining ownership of an Account?

Upon changing the case access of a child role from "can edit all cases associated with accounts that they own" to "cannot access cases that they do not own" a user can no longer access a case. However,...
S.B.'s user avatar
  • 2,081
0 votes
1 answer
549 views

Can the owner of an attached file be set to a queue?

My app's users need to be able to view and edit each other's files that they have attached to records. So my idea was to put my users into a Queue and then set the owner to that Queue on upload. I ...
Brandon's user avatar
0 votes
2 answers
599 views

Query lead owner city in apex soql

I am trying to do an soql query in apex which will fetch the lead city value as well My query is looking something like the following: select count(Id)cnt, OwnerId from Lead where Owner.City =: ...
Madhurima's user avatar
  • 1,395
0 votes
1 answer
3k views

Lightning Component to Replace Javascript Button - Take Ownership of Cases

thank you in advance for your assistance. We have a Javascript Button "Accept Case" which checks the owner. If the owner is not the existing owner, then you can click on this button and taken the ...
Anne Winter-Schwarz's user avatar
2 votes
1 answer
12k views

Unable to change ownership of an opportunity

Opportunity owner cannot transfer the opportunity to some other person. He is getting error - "Cannot Share/Transfer Record You cannot share this record with or transfer to the selected user or group ...
Aritra Chakraborty's user avatar
2 votes
1 answer
1k views

Changing Lead Ownership for Siblings in Role Hierarchy

I have 2 roles in my org: A & B. They users assigned to the role A have permissions to 'Create/View/Edit the Lead object as well as permission to 'Transfer Leads' and 'Transfer Records'. A and B ...
ZeeDawg's user avatar
  • 55
0 votes
2 answers
8k views

Is it possible to transfer ownership to a user who does not have read permission on object

Till I post this question, I was in assumption that the answer for my question is "No, it is not possible to update owner of a record to a user who does not have Read access at the object level". But, ...
Azeez's user avatar
  • 103
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 ...
Patlatus's user avatar
  • 17k
2 votes
1 answer
5k views

Automatically changing the opportunity owner to account owner?

I am rather newly certified Salesforce Admin, and I am trying to solve an issue in my org that I just can't get my head around. I hope you can help. What I have been asked to do is create an ...
JRasmussen's user avatar
1 vote
1 answer
2k views

Check For current owner's Role before updating new owner

I have a flow that assigns Lead owner to the current user. I just want to add a check before assigning owner , The check should be like Check if the current owner has a particular role. Only than ...
richie's user avatar
  • 27
0 votes
1 answer
651 views

After transferring opportunity ownership and checking send notification email checkbox notification email is getting sent twice

When I am changing owner of opportunity that time when send notification email checkbox is checked then new owner gets notification twice. there is no any process builder or workflow which triggers it....
Ranjit P's user avatar
11 votes
1 answer
42k views

How do I determine if the case owner is a user or queue in process builder?

I'm using the process builder to create a task and assign it to the case owner. If the case owner is a queue then creating the task fails with the following error: FIELD_INTEGRITY_EXCEPTION: ...
Justin Helgerson's user avatar
1 vote
1 answer
50 views

There is a way to make articles have an ownership feature

I'm dealing with salesforce knowledge, and i'm searching a way to make Users with Manage Articles enabled, to work only on the articles assigned to them and not to be able to work (modify, publish etc)...
Klodj_Meta's user avatar
3 votes
1 answer
2k views

Testing logic where record's owner is inactive

I have a situation when an Opportunity is updated, but its owner is inactive. The record itself are fine. But I create a full duplicate of the Opportunity and change a few fields there (but not owner)....
Andrii Muzychuk's user avatar
0 votes
1 answer
378 views

URL hack to create a lead with a different owner

Does anyone know if it's possible to set the owner when creating a new record via url hacking? I am attempting to create a custom url button that will create a lead from a case with some information, ...
Sam Pickard's user avatar
1 vote
0 answers
246 views

Prevent customer portal users from owning cases?

In our org we only want our support agents owning cases. There have been mistakes where people have set customers to be the owners of cases, which causes problems. I'm trying to find a way to prevent ...
Sidereal's user avatar
  • 465
0 votes
1 answer
714 views

How to check whether a user can be assigned the owner of an object?

I would like to change the ownership of multiple records using apex. Before changing the ownership I want to check whether the said user has read/edit access on this object type. This needs to be done ...
Brian's user avatar
  • 315
0 votes
2 answers
614 views

Prevent Users from Replying to Email on a Case unless you're the Case Owner?

Is there a way to prevent a user from replying to an email on a Case record, or perhaps not seeing the email related list, if they're not the case owner? (to force them to take case ownership before ...
Mikhail Nitko's user avatar
0 votes
3 answers
4k views

Can't change owner of a record belonging to a role above me in the hierarchy

I am wondering if we have misused the Role Hierarchy...I have three roles like: Manager Team Leader Team Member These (and others) all belong (via their role) to the same Public Group and the same ...
n34_panda's user avatar
  • 619
0 votes
1 answer
40 views

How can I transfer ownership of these remaining records?

I'm attempting to transfer ownership of records from the old admins' names to my user account and have succeeded using Mass Transfer Records. When I attempt to transfer Price Rules, however, I keep ...
bblohowiak's user avatar
0 votes
2 answers
943 views

Can the "Change Case Owner" save screen be bypassed when creating button to change the owner to "self"?

I'm looking to replace an "Assign to Myself" button at the case object. I inherited an org and the initial button was created using Custom S-Control. This button creates an error when used with the ...
Nyota Peek's user avatar
3 votes
2 answers
2k views

Is it possible to write changes of Account ownerships into the Activity History?

The requirement is to show a list of all ownership changes of an Account within the Account tab. Adding them to the Activity History would be nice, but a separate list is fine, too. All I (quite ...
Olaf's user avatar
  • 133
2 votes
1 answer
64 views

Custom object records transferring

I have "Insufficient Privileges" error once would like to change the records owner Under partner portal user. This user is the owner of the record and OWD for this object is Public Read/Write. I have ...
Dzmitry's user avatar
  • 21
3 votes
2 answers
465 views

Assign owner field based on related account team

I'm trying to figure out the best way to automate the record ownership for a custom object called PSA_Case__c. This object has a lookup field to the Account object (Account__c) and on the Account ...
Tom Kline's user avatar
  • 167