This article provides directions for configuring Fullcast’s custom Change Owner action in Salesforce Lightning. The Change Owner action button allows designated users, such as sales managers, to change account ownership without logging in to Fullcast.
Using Fullcast's Change Owner Lightning Action maintains the integrity of the Fullcast territory structure while providing accessibility and flexibility for managing account moves. The feature leverages Fullcast roles and coverage assignments to control visibility and access for ownership changes.
Warning
To prevent potential conflicts and ensure a seamless experience, it is strongly recommended that you disable the standard Salesforce Change Owner button and use the Fullcast Change Owner action exclusively.
Pre-requisites
Enabling the Change Owner button requires the following:
Salesforce Lightning-enabled
Update to the latest Fullcast managed package, version 2.184 or higher.
Role_Name custom metadata type updated with the appropriate role. (This determines which people appear in the Owner search.)
Commit Flag custom metadata type updated with the appropriate selection.
How the Change Owner Action Works
The Change Owner action provides controls on which users are eligible for account ownership, which roles/users can use the Change Owner action, and the scope and timing of the changes.
Who can use the Change Owner Action?
This section outlines who is permitted to use the Change Owner action.
Use of the Change Owner action is governed by segment/territory coverage assignments in Fullcast.
To use the Change Owner action, a user must have an assignment to the segment or territory where the Account they are changing currently lives.
The user’s territory coverage assignment must be to a Role which has Read/Write permissions for Territory > Account Operations.
Access to the Fullcast Change Owner action button can be further governed by Salesforce settings for making the button available on various layouts.
Tenant admins can use the Change Owner action regardless of their coverage assignment.
Additional Resources
For details on coverage assignments and role permissions, refer to Creating Normal and Temporary Assignments (Coverage) and Role Permissions
Who can I assign accounts to using the Fullcast Change Owner Action?
This section defines who can be assigned as an Account Owner using the Change Owner Action.
Owner selection is limited to active users holding a Coverage Assignment for the Role selected in the custom metadata field Role_Name.
If you want to have multiple Roles available for assignment, such as both Account Executive and Sales Manager, then you can include both Roles, comma separated.
If a user holds an active Coverage Assignment for a selected Role, but it is at a parent-level node, Changing Ownership to that user will move the Account to the Unassigned node of that level.
How does the Fullcast Change Owner Action execute the change?
This section describes how the “Commit Flag” setting affects the timing and scope of the owner change. Setting the Commit Flag as True vs False has a big impact on how and when the owner change will occur.
The Commit/Propose option is configured at the Salesforce instance level. Only one selection can be made and it applies universally.
Commit (True): Changes are permanent in both Salesforce and Fullcast.
Immediately
The Account Owner will change immediately in Salesforce.
The Account will move to the new territory in Fullcast.
The Account Team Member will be deleted in Salesforce.
During the Next Import/Export:
The Account Team and Fullcast Territory Member will be updated in Salesforce
The Account Owner field (imported from SFDC) will be updated in Fullcast.
Proposed (False): Changes are proposed in Fullcast for review before finalization.
Immediately:
The Owner change will appear as a proposed account move to the proposed Owner’s territory in Fullcast
The Owner will not be changed on the Account in Salesforce.
During the Next Import/Export:
After the proposed Owner Change (account move) is reviewed and committed in Fullcast, the change will be pushed to Salesforce.
The Account Team and Fullcast Territory Member will be updated to reflect the account move
The Account Owner will only be updated in Salesforce if you have a flow set up to write the account owner based on the territory assignment that Fullcast writes to the Account Team or Fullcast Territory Member.
Configure the Change Owner Action
This section outlines the steps for creating the action, configuring the custom metadata, and creating buttons.
Create the Change Owner Action in Salesforce
Figure 1. Configuration for the Change Owner Action in Salesforce
Access Salesforce Lightning.
Navigate to Setup > Object Manager > Account > Buttons, Links, and Actions, and click New Action.
On the New Action settings page, enter the action information based on the following table:
Option | Action/Description |
|---|---|
Object Name | Account |
Action Type | Lightning Web Component |
Lightning Web Component | fcio1:changeOwner |
Subtype | Screen Action |
Standard Label Type | None |
Label | Change Owner |
Name | Change_Owner_QuickAction |
Description | Enter a description, such as “Fullcast Change Owner Button, where Commit Flag = True” |
Click Save.
Set Up Role Name and Commit Flag in Custom Metadata
Access your Salesforce instance and switch to Lightning if applicable.
Navigate to Setup > Custom Metadata Types > Fullcast Policy Setting.
In the Role Name field, enter the Role of the people who can be owners. For example AE, Sales Manager, VP, etc. Note: Separate multiple role names with commas.
Under Commit Flag, select “true” for permanent changes, or “false” for proposed changes (default). See the Parameters section above for more information, as these options have very different impacts in Salesforce.
Figure 2. Role Name Selection in Custom Metadata Types
Figure 3. Commit Flag Selection in Custom Metadata Types
Information
Commit Flag settings cannot vary by Role. The selected setting is applied globally. That is, only one action, either Propose or Commit, can be selected.
Create the Change Owner Buttons 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.
Navigate to Setup > Object Manager > Account > Buttons, Links and Actions.
Click the New button or link button.
Configure the new button settings as described in the table below:
Option | Action/Description |
|---|---|
Label | Change Owner |
Name | Change_Owner_ListView |
Description | Enter a description (optional) |
Display Type | List Button - Display Checkboxes (for Multi-Record Selection) |
Behavior | Display in existing window with sidebar |
Content Source | Visualforce Page |
Click Save.
Navigate 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 now 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, locate and drag and drop the Change Owner button you just created to the Lightning Experience Actions section.
Click Save.
Frequently Asked Questions
Q: Can I still use the native Change Owner button from Salesforce?
A: No. You should use the Fullcast functionality to change territories so that all assignments are reflected during the next Import/Export.
Q: How do I control access to the Fullcast Change Owner button?
A: Within Salesforce, the button can be controlled by making it visible (or not) on the various page layouts and list views in Salesforce itself. Within Fullcast, if a user does not have an active Territory Coverage Assignment, they won’t be able to move accounts using the button. For details, refer to Who can use the Change Owner action?
Q: Can I set or change the Account Family and Named Account options to prevent users from modifying them?
A: No. These settings are not manageable within Fullcast because they can vary for each segment or move.
Q: What is the difference between the native Salesforce Change Owner button and the Fullcast Change Owner action?
A: Depending on the way Salesforce’s native Change Owner button is implemented, you may notice the following differences between the Fullcast and Salesforce actions:
Salesforce Standard Change Owner Button | Fullcast’s Change Owner Lightning Action |
|---|---|
Cannot move multiple accounts at a time. | Can select multiple accounts in a list and move them at the same time. |
Does not make account move changes in Fullcast. | Changes ownership in Salesforce immediately and moves the account to the new owner’s territory in Fullcast. In the next scheduled import/export will update the account team. |
Can transfer related opportunities, cases, etc. to new owner. | Will only transfer account to new owner. |
Q: What is the recommended best practice for addressing the transfer of related opportunities, cases, etc. when the Fullcast Change Owner action is used to change Account ownership?
A: Fullcast’s Holdout policy is a great option for a rule-based approach to transferring opportunities. For example, you can create a policy stating that after an Account owner is changed, the former owner gets 60 days to closed-won an opportunity before the opportunity would be transferred to the new owner.
Q: Can the Change Owner button be used to transfer ownership (move an account) from a leaf-level territory to a parent-level node? For example, change ownership from an account executive to a sales director?
A: Yes and no. If a user has an assignment at a parent-level node, changing account ownership to that user moves the account to the Unassigned bucket of that hierarchy level. In the example scenario here, a sales director could have an assignment at a the “Commercial” segment, where there are multiple territories, Comm_1, Comm_2, etc. below it. If ownership is changed to the sales director, Fullcast would move the account to the Unassigned bucket of the Commercial segment.
Q: What determines which people I can change an owner to?
A: The Role Name in the Fullcast Custom Metadata types determines which coverage assignments Fullcast will look for when changing owners, see Set Up Role Name and Commit Flag in Custom Metadata above. If a given person has a valid Coverage assignment of the specified Role type, the Change Owner button will give their name as an option for Change Owner. Additionally, your own user permissions and coverage assignment in Fullcast also determine which people (territories) you will be able to see as options for the new owner, see Use of Change Owner Action above.
Q: Will the Change Owner action allow someone to change ownership of accounts that are currently marked / pinned as Named Accounts or Named Exceptions?
A: Yes, and when changing the ownership you can choose whether to mark / pin the account(s) as Named Accounts or Exceptions in the new Owner’s territory.