Configuring the Change Owner Sales Manager Workflow in Salesforce

This article provides directions for implementing a custom “Change Owner” feature in Salesforce Lightning. This feature streamlines account ownership transfers. 

Intended Audience

Admin, Salesforce Admin, CISO

Prerequisites

• Salesforce Lightning enabled.
• Role_Name metadata type updated with the appropriate role. 

Restrictions

• User selection is limited to active users with roles configured in ChangeOwner settings. 
• Commit/Propose option is configured at the Salesforce instance level.
  • Commit (True): Changes are permanent in both Salesforce and Fullcast. 
  • Proposed (False): Changes are proposed in Fullcast for review before finalization.
• Only accounts owned by the user can be modified. 
• User must have tenant admin or node-based permission. 
• Territory updates occur automatically for existing territory members. 
  • New territory members are created during the next export job. 
• Account team is exported during scheduled jobs. 

Create the Change Owner Button in Salesforce: 

1. Access Salesforce Lightning. 
2. Navigate to Setup > Object Manager > Buttons, Links, and Actions, and click New Action. 
3. On the New Action settings page, enter the action information based on the following table: 

4. Click Save. 

Create the Change Owner List View Button

1. Access your Salesforce instance and switch to Lightning if applicable. 
2. Navigate to Setup > Object Manager > Account > Buttons, Links and Actions.
3. Click the New button or link button. 
4. Configure the new button settings as described in the table below: 

5. Click Save. 
6. Navigate to the List View Button Layout.
7. Click Edit and add the change owner buttons to the selected custom buttons. 
8. Click Save. 
9. The Change Owner button is now available on the List of Accounts page. 

Adding the Change Owner Listview to Account Layout in Salesforce: 

1. Access your Salesforce Lightning instance. 
2. Navigate to Setup > Object Manager > Account > Buttons, Links, and Actions.  
3. Click Buttons and Links. 
4. From the Available Buttons section, locate and drag and drop the Change Owner button you just created to the Lightning Experience Actions section. 
5. Click Save.

Setup Role Name and Commit Flag: 

1. Access your Salesforce instance and switch to Lightning if applicable. 
2. Navigate to Setup > Custom Metadata Types > Fullcast Policy Setting. 
3. Enter the desired role name in the Role Name field. 

4. Under Commit Flag, select “true” for permanent changes, or “false” for proposed changes (default). See the Restrictions section for more information. 

Changing Account Ownership: 

1. Navigate to the desired Account record. 
2. Locate the Change Owner button you just enabled. 
3. Based on the information in the table below, define the behavior for child accounts associated with the parent account being reassigned. 

4. Specify the desired status for the moved account: Do not set a Named Type, Set moved account as a Named Account, or Set moved account as a Named Exception. 
5. Click Change Owner.