Questions tagged [record-owner]
The record-owner tag has no usage guidance.
34
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What is the best way to preserve Account Team Members on Bulk Owner Changes on Account?
Users can preserve Account Team Members while changing records from the UI. However, during mass owner change via Dataloader on the Account Object, there is no option to keep the Account Team Members.
...
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2
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211
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Change owner in child automatically [closed]
When we change parent owner in lookup relationship, child owner should change. How can we achieve this in declarative manner?
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167
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Moving from a Process Builder to Flow, can't get similar logic to work in the Flow (trying to trigger on prior owner / owner change)
We have an old Process Builder that is triggered when a Case is Saved, Created or Edited, and we are recreating that as a Flow.
The Process Builder still runs without errors.
In one of the nodes of ...
-1
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1
answer
2k
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How To Add The "Change Owner" Button Inside Lightning Record Page?
I have a requirement in which I must add the standard "Change Owner" button inside a lightning record detail page. I know that this button appears inside list-views, but I need to show the ...
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401
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Easiest way to mass change lead ownership based on a report
I have a report of about 300 leads that need to have the lead owner replaced. Half of the leads need to go to one person, and the other half to another. Currently I have been exporting the report into ...
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237
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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 ...
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356
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Validation rule to restrict user from changing opportunity owner
I need to restrict one specific user from changing the owner on an opportunity.
Their ID is : 0056T000008AUlqQAG and they are a Sys Admin.
I found this on salesforce : $User.Id <> "userID&...
- 11
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4k
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Change Owner button missing from certain profiles
The Change Owner button on lead list views are missing from some users in the company.
I guess this is due to their profiles that they cannot see it, or is there another reason for this?
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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
answer
520
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 ...
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1
answer
115
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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 ...
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205
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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 ...
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885
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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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0
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808
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 ...
- 107
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81
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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 ...
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163
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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 ...
- 101
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461
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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 ...
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66
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?
- 521
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292
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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 ...
- 1,587
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935
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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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2
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842
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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 ...
- 301
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250
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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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1
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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 ...
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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, ...
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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
1
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3
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6k
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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2
answers
5k
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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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2
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1
answer
5k
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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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2k
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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 ...
user51525
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70
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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4k
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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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247
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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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2k
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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 ...
- 490
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1k
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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 ...
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