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Questions tagged [ownership]

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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?
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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. ...
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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,...
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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 ...
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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 =: ...
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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 ...
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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 ...
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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 ...
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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, ...
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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 ...
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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 ...
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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 ...
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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....
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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 ...
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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: ...
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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
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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)....
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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, ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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
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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 ...
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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 ...
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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 ...
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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 ...
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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
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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 - ...
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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 ...
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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 ...
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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
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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? ...
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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 - ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...