Questions tagged [ownership]
The ownership tag has no usage guidance.
90
questions
0
votes
0answers
23 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?
0
votes
1answer
44 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.
...
1
vote
1answer
28 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,...
0
votes
1answer
26 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 ...
0
votes
2answers
83 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 =: ...
0
votes
2answers
1k 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 ...
1
vote
1answer
1k 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 ...
2
votes
1answer
347 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 ...
0
votes
1answer
489 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, ...
0
votes
3answers
1k 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 ...
2
votes
1answer
2k 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 ...
1
vote
1answer
274 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 ...
0
votes
1answer
103 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....
0
votes
1answer
401 views
Change Record Ownership in Visual Force Page
Hello I would like to know if there is a way to change record ownership in a Visualforce Page.
Currently this is part of the code of my VFP extension
private final Account acc {get;set;}
public ...
3
votes
1answer
7k 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: ...
1
vote
1answer
41 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)...
2
votes
1answer
427 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)....
0
votes
1answer
202 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, ...
2
votes
1answer
327 views
Ownership skew in very large data volumes
I have a question with regards to ownership skew in an implementation with several millions of records. Having read all the recommendations and related posts in this forum and in other sites, I am ...
1
vote
0answers
36 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 ...
0
votes
1answer
78 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 ...
0
votes
1answer
73 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 ...
0
votes
1answer
1k 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 ...
0
votes
1answer
37 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 ...
0
votes
2answers
200 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 ...
3
votes
2answers
211 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 ...
2
votes
1answer
46 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 ...
3
votes
2answers
131 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 ...
0
votes
0answers
59 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
vote
1answer
43 views
Owner couldn't edit the record he created
I have a custom object Named Education__c. The OWD setting us private and on the profile I have given only Create and Read Permissions. So, when User X creates an Education Record, he is becoming the ...
0
votes
1answer
231 views
Store original Case-Queue when ownership changes
How can we store the case's original queue when the case's ownership changes?
We want to have views like all cases in queue=X or original-queue=X to also display cases that are actually currently ...
4
votes
1answer
1k views
Allow Only Specific Profiles to Change Owner
Below is my Validation Rule. It does not allow a user with the Profile of 'management' to change the owner of a record.
AND (
ISCHANGED(OwnerId),
OR(
PRIORVALUE (OwnerId ) <> $...
6
votes
1answer
11k views
Enabling Editing/Deleting others' Tasks without “Modify All”
Use Case
My users are primarily Service users. They all have Read/Write access (through sharing rules) on all Cases, Contacts and Accounts that they deal with. They collaborate on data grooming - ...
0
votes
1answer
2k views
case update trigger change case ownership
my customer service people are using LiveHelpNow and after chat window closes I've the agent name from Live help now mapped to case.Case_Owner__c custom text field. I'm writing a trigger that will ...
2
votes
1answer
2k views
Difference between Owner.Id vs OwnerId
Trying to write some test code for a custom object and its controller class. I noticed that one of my methods which depends on the ownership of an object was bugging out and I discovered that Owner.Id ...
3
votes
0answers
735 views
Ability for Community User to change Account Owner
Morning all,
In my org we have a private OWD sharing model with apex managed sharing granting read/write access to certain certain groups based on account settings. All accounts are owned by a ...
2
votes
1answer
2k views
How to restrict visibility of account to an opportunity owner?
Transferring ownership of an account is quite common in the company.
If we change the owner of an account, for historical reason, the opportunity owner should be maintain, and that's ok we can do ...
1
vote
0answers
356 views
Two users accepting ownership of a single case at the same time
We recently implemented an open sharing model for cases, in which their is a sharing rule to allow all internal users read/write access. Additionally, users with a "Support" profile have "Transfer ...
0
votes
1answer
566 views
Transfer Account Owner, Keep Account Team
I want to retain the Account Team whenever the OwnerId changes, as per this post.
After we make the checkbox named "Keep Account Team" to be true, we can change the ownership of accounts while ...
0
votes
1answer
533 views
Changing all Contact owners in an Account when user lookup field on Account changes
I have a user lookup field on the Account that I want to control ownership for all the Account's Contacts. So for example, if the Account is owned by User1, and my user lookup field says User2, all ...
1
vote
2answers
538 views
Trying to assign lead to existing account owner
I am stuck on this trigger.. i am trying to match Leads with existing accounts using a custom "domain" field. If an account exists with that same domain then i want to assign the incoming lead to the ...
1
vote
1answer
2k views
How to show the name of a queue owner of a record
In our custom object, when a record is approved (by the Line Manager of the originating owner/user), the owner is changed to the Systems Change Request queue so that the request can be reviewed before ...
1
vote
1answer
32 views
One Primary Ownership on Property
I am trying to adapt this:
https://developer.salesforce.com/forums/?id=906F0000000BRKWIA4
to work on a custom object, rather than the accounts object.
Here is my apex:
trigger ...
0
votes
1answer
53 views
Assigning leads to Existing Account/contact owners
I need to somehow change owners of legacy and new leads to the owner of the account, if that related account already exists in the system.
Is there a way to do this using workflows or process builder? ...
1
vote
2answers
2k views
Getting out Queue Name through Case Owner
I have been asked to fill a custom field named "Group" with the Case's Owner Queue Name.
I have created a formula field like this
CASE(
Owner:Queue.Id,
'00Gw0000002RvtS', "Gruppo A - ...
0
votes
0answers
33 views
Change Ownership of Account and Contact in a Report
Can any one help me out.
I have a requirement ,where i need to change the ownership of Account and Contact in a report as per the country .The report generated is a Summary report.Do we have an ...
-1
votes
1answer
103 views
How do I Time Stamp on a specific Lead Ownership Change?
How do I create a NOW() time stamp when a Lead changes OwnerId from Queue X to Queue Y? In addition, I will need to create a time stamp when a checkbox gets checked on the record.
I've tried the ...
1
vote
0answers
30 views
Bar chart Opportunities owned by current user vs team
I would like to have on a dashboard bar chart for each Opportunity stage sum of the amounts of the Opportunities owned by the current user and stacked above it the sum of the amounts of the ...
0
votes
1answer
132 views
Account owner formula field
In order to remove the 'Change' link near the Owner in the Account Page Layout, a possibile solution for us was to create a text formula field showing only the Owner First Name + Last Name. Should be ...
-3
votes
2answers
59 views
Updating Contact Owner for All Records Using Sandbox
I have a small database of about 300 contacts and my company is looking to implement a new mapping system to assign each contact to a sales rep.
After I have exported the data, cleaned up any ...
