Salesforce

Questions tagged [record-owner]

Ask Question

The tag has no usage guidance.

26 questions
Newest
Active
Bountied
Unanswered
Filter by
Sorted by
Tagged with
0
votes
1answer
28 views

Notifications from process builder fire when Owner field is updated manually, but not when Owner is updated via process builder

I have a process builder set up to do the following on a custom object, Referral: If the custom field "Referred To" changes, update the Owner field to a queue (the queue id is dynamic based ...
1
vote
1answer
24 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 ...
0
votes
0answers
25 views

Lead is not updating with UpdateSingleSalesforceObject()

I have a custom HTML form on the cloud page whereupon submitting I am creating a lead in sales cloud using CreateSalesforceObject() function. Now that the Lead has completed the form, through the ...
0
votes
1answer
36 views

Changing the Lead OwnerId upon clicking on a confirmation email link after submitting a cloud page form

I have a custom HTML form on the cloud page whereupon submitting I am creating a lead in sales cloud using CreateSalesforceObject() function. Now I want that After the Lead has completed the form they ...
0
votes
1answer
35 views

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 ...
1
vote
0answers
16 views

Users are not able to see Queue name if the owner of the record is a queue

If the record has an owner as a queue, then some users are not able to see the queue name. Instead, they are able to see _. Please see the attached screenshot. The user was able to see the queue name ...
0
votes
0answers
29 views

Error on standard record page after transferring Case

We have 'Customer Support' users and for them, we have created a checkbox field called (Forward to Sales Team). Once they make this checkbox field true, we are changing the case owner to the 'Sales ...
0
votes
0answers
34 views

Salesforce Lead.OwnerId not updating via .Net API wrapper

We have a problem where the OwnerId field on the Lead object is not updating when we try and update it using this Saleforce .Net API wrapper. The following process occurs. New lead is created Lead ...
4
votes
0answers
150 views

Can we work around Owner related fields not being retrievable via SOQL in apex tests?

Background: Recently I wrote a very simple Batch to run on the 1st of every month. Its purpose is to query for any Project__c records that aren't Complete, and create a related "Carry-Over" record in ...
0
votes
0answers
27 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?
1
vote
1answer
28 views

User is unable to transfer records to other user with the same role and profile via the UI

Specifically referring to Account and Opportunity records on Lightning. The user owns an opportunity record, when he clicks on the button to change owner, he only sees his name in the dropdown and ...
1
vote
1answer
130 views

How Can I keep a Task from changing assignee when its parent opportunity changes owner?

Our BDRs have a workflow where they create a task on an opportunity and search from a spreadsheet an AE with whom to set up a meeting with the customer. We want to remove the need for a spreadsheet ...
0
votes
2answers
259 views

Multiple Owners in Opportunity Record

I have multiple Owners for my Opportunity Record. One is the Default Owner (Mostly Record Creator) and Second is a Lookup to Users "Secondary Owner". Now my requirement is I need to give all the ...
0
votes
1answer
76 views

How to create a validation rule to deny all users creating new records except one

I have a roll-up summary filed which is calculating the number of child records. If the number of child records is greater than 2 I need to deny all users from creating new records except one. I ...
2
votes
1answer
611 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
2answers
2k 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
2k 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 ...
1
vote
3answers
874 views

Prevent Profiles from Changing Owner even if they have edit rights to an object

I have a new Salesforce org in Lightning that I am setting up. My requirements (I have built these) are as follows: 5 Profiles, some with CRE some with CRED on all objects - Cloned Standard User in ...
1
vote
2answers
3k views

On Account Owner change Contact owner is getting updated without any automation

Today I noticed in my salesforce org when i change Account Owner, All the related contact owners are changing automatically. I tried to search in whole org to find if any process is running behind to ...
2
votes
1answer
3k 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 ...
0
votes
1answer
1k views

Setting owner of a record, Field is not writeable error

I am currently facing a problem where i am trying to update the owner of a record. I have a record ABC of type HistoryRecord. The owner of record ABC is 'John'. Now, using apex, i have created a ...
1
vote
0answers
43 views

Language of record owner email change

We have built some custom owner change logic for tasks, leads and opportunities, but now I want to know how is the language of the email decided? Example code: Database.DMLOptions dmlo = new ...
0
votes
1answer
1k views

OwnerID in Custom Object

Is it possible that the standard field OwnerID be deleted in a custom object? Because we're having a problem now due to its missing/deleted. These are the standard fields under the custom object that ...
0
votes
1answer
154 views

Why is Account Owner not always shown when merging accounts?

We're doing some account cleanups on our org by merging duplicate accounts. These accounts have different Account Owners. On the merge page, where you get to reconcile fields, sometimes the Account ...
0
votes
1answer
794 views

Trigger Lead Owner assignment not working for Web to Lead Form records

HI Folks, Got into some interesting scenario, Need your suggeestion to understand this issue. Below is the Order of Execution for Lead owner assignment that we have Scenario : Mode ...
0
votes
0answers
1k views

Getting Insufficient Privileges error on Cases as System Admin and Record Owner

I came across an org where the system admin users are receiving insufficient privileges error while trying to access case records. I don't understand why admin users are getting this error as 'View ...