Questions tagged [ownership]

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Best Strategy to handle Record Ownership and JIT Provisioning to avoid: "Cannot create users or roles in an account owned by a portal user"

Situation: Community "super" users are able to create other Community Users for their primary Account. We have 100s of different Accounts acting like this sharing the same community. If ...
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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, ...
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Send email to Account Team when the team has been added or removed from an account

We just enabled Account Teams in our org. We see that if any member of the Account Team is made the owner of the account, their entire team is also assigned that account. If the account owner changes ...
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124 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 ...
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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), $...
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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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Opportunity task not getting assigned new owner when opportunity owner changes

I have a flow that creates an opportunity with a temporary owner / user named 'Marketing Queue' A process builder runs and creates a task with the same owner. We use leandata which after a few minutes ...
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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....
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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.
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1 answer
296 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 &...
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  • 481
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1 answer
37 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 ...
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  • 144
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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 ...
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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 ...
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1 answer
431 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. ...
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3 votes
1 answer
1k 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 ...
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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(...
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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 ...
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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. ...
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3 answers
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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 ...
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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 ...
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1 answer
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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 ...
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  • 131
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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?
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  • 461
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1 answer
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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. ...
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1 vote
1 answer
472 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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1 answer
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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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2 answers
343 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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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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2 votes
1 answer
7k 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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2 votes
1 answer
889 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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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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  • 101
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3 answers
3k 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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2 votes
1 answer
4k 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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1 vote
1 answer
1k 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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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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8 votes
1 answer
26k 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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1 vote
1 answer
48 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)...
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3 votes
1 answer
1k 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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0 votes
1 answer
306 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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1 vote
0 answers
139 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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1 answer
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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 ...
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  • 295
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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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0 votes
1 answer
2k 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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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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2 answers
725 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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3 votes
2 answers
675 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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  • 133
2 votes
1 answer
56 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 ...
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3 votes
2 answers
376 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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280 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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1 vote
1 answer
116 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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1 answer
378 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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