Configure Fullcast’s custom change owner action in Salesforce Lightning. With the change owner action, designated users, such as sales managers, can change account ownership without logging in to Fullcast.
Note
To prevent potential conflicts and ensure a seamless experience, disable the standard Salesforce change owner button and use the Fullcast change owner action exclusively.
Before you begin
Enable Salesforce Lightning.
Update to the latest Fullcast managed package (version 2.184 or higher).
Update
Role_Namecustom metadata type with the appropriate role (this determines which people appear in the owner search).Select the appropriate commit flag custom metadata type.
Configure the change owner action
Create the action, configure the custom metadata, and create buttons in Salesforce.
Create the change owner action in Salesforce
Log in to Salesforce Lightning.
Go to Setup > Object Manager > Account > Buttons, Links, and Actions.
Click New Action.
On the New Action settings page, complete the following fields:
Field
Description
Object Name
The system auto populates Account.
Action Type
Select Lightning Web Component.
Lightning Web Component
Type
fcio1:changeOwner.Subtype
The system auto populates Screen Action.
Standard Label Type
Select None.
Label
Type
Change Owner.Name
Type
Change_Owner_QuickAction.Description
Type a description, for example,
Fullcast Change Owner Button, where Commit Flag = True.
Click Save.
Set up role name and commit flag in custom metadata
Login to Salesforce Lightning.
Go to Setup > Custom Metadata Types > Fullcast Policy Setting.
In the Role Name field, enter the role of the people who can be owners (AE, Sales Manager, VP, and so on).
Note
The role selected in the custom metadata must be a role that is enabled for export in Fullcast.
Separate multiple role names with commas.
Under Commit Flag, select one of the following:
true—permanent changes
false—proposed changes (default setting). Refer to create the change owner action section, as these options have very different impacts in Salesforce.
Note
You can only select one action, either Propose or Commit. Commit flag settings cannot vary by role as the selected setting is applied globally.
Configure the change owner button in Salesforce
Once you have created the action button, you can now add it to list views and page layouts. You will also want to disable the native Salesforce Change Owner button. Consider which users should have access to these buttons. For example, if you put the button on a view or layout that Account Executives use, they may be able to move accounts if they have Coverage Assignments to multiple territories.
Create the change owner list view button
Access your Salesforce instance and switch to Lightning if applicable.
Go to Setup > Object Manager > Account > Buttons, Links and Actions.
Click the New button or link button.
Complete the following fields:
Field
Description
Label
Type
Change Owner.Name
Type
Change_Owner_ListView.Description
Optional. Type a description.
Display Type
Select List Button - Display Checkboxes (for Multi-Record Selection)
Behavior
Select Display in existing window with sidebar.
Content Source
Select Visualforce Page.
Click Save.
Go to the List View Button Layout.
Click Edit and add the change owner buttons to the selected custom buttons.
Click Save. The change owner button is available on the List of Accounts page.
Add the Change Owner Button to Account Layout in Salesforce
Figure 4. Selecting the correct Change Owner button.
Figure 5. This image shows the Standard Salesforce Change Owner button - be sure not to add this one.
Access your Salesforce instance and switch to Lightning, if applicable.
Navigate to Setup > Object Manager > Account > Buttons, Links, and Actions.
Click Buttons and Links.
From the Available Buttons section, Find and drag and drop the Change Owner button you just created to the Lightning Experience Actions section.
Click Save.