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Questions tagged [record-owner]

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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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30 views

An error has occurred in the following section: [Exception, TransferRequiresCrudReadException]. Salesforce.com has been notified of this error

When I am updating account owner AAA to BBB, i am facing below error. I have checked profile level, Role level and share settings. Every level i have configured perfectly. But i created test account ...
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1answer
27 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 ...
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1answer
26 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 ...
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2answers
84 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 ...
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1answer
39 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 ...
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1answer
365 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
534 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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3answers
43 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 ...
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2answers
2k 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 ...
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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
815 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 ...
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40 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 ...
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636 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 ...
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1answer
126 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 ...
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1answer
514 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 ...
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788 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 ...