Questions tagged [ownership]
The ownership tag has no usage guidance.
112
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93
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 ...
0
votes
0
answers
96
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Assignment Round Robin using Custom Settings distributing ownership unevenly
We had consultants create a custom round robin process for opportunity ownership. However, it seems that their round robin logic is assigning the 3 reps on one of our teams opportunities 50/25/25 ...
2
votes
1
answer
487
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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 ...
- 19
2
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0
answers
194
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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 ...
- 10.5k
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226
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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 ...
- 63
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1
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437
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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
...
- 3
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1
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374
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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, ...
- 8,590
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2k
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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 ...
- 1,017
1
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1
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3k
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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),
$...
- 113
1
vote
1
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783
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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 ...
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1
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76
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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....
- 11
1
vote
1
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225
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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.
- 1,419
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1
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691
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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 &...
- 501
2
votes
1
answer
113
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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
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777
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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 ...
- 69
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1
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877
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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 ...
2
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1
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1k
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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. ...
- 544
5
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1
answer
4k
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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 ...
- 2,191
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2
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122
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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(...
- 544
0
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0
answers
929
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 ...
- 667
1
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0
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170
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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.
...
- 37
0
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3
answers
301
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 ...
- 28
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309
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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 ...
- 447
1
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1
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375
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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
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0
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66
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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?
- 521
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1
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3k
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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.
...
- 3,250
1
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1
answer
813
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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,...
- 2,039
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1
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519
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 ...
- 7
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votes
2
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539
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 =: ...
- 1,265
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3k
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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 ...
2
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1
answer
11k
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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
1
answer
1k
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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 ...
- 55
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2
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7k
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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, ...
- 101
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3
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4k
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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
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 ...
- 21
1
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1
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2k
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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 ...
- 27
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554
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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....
- 49
11
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1
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38k
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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: ...
- 1,461
1
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1
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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)...
- 990
3
votes
1
answer
2k
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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)....
- 2,412
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1
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366
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, ...
1
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0
answers
228
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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 ...
- 465
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656
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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 ...
- 315
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2
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583
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 ...
- 193
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3
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3k
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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 ...
- 617
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1
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39
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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 ...
- 55
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2
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907
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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 ...
- 15
3
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2
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1k
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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 ...
- 133
2
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1
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62
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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 ...
- 21
3
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2
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449
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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 ...
- 167