--- title: "Configure the change owner lightning action in Salesforce" slug: "configure-the-change-owner-action-in-salesforce" description: "Configure the change owner button in Salesforce lightning to effectively transfer account ownership, manage child accounts, and optimize record status. " tags: ["IT", "Managers"] updated: 2025-10-16T19:03:50Z published: 2025-10-16T19:03:50Z stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://support.fullcast.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure the change owner lightning action in Salesforce Configure Fullcast’s custom change owner lightning action in Salesforce. With the change owner action, designated users, such as sales managers, can change account ownership without logging in to Fullcast. > [!NOTE] > Note > > To prevent potential conflicts and ensure a seamless experience, disable the standard Salesforce change owner button, designate which users should have access to these buttons, and use the Fullcast change owner action exclusively. ### Before you begin - Update to the latest Fullcast managed package (version 2.184 or higher). - Update `Role_Name` custom 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 ![Change owner action configuration in Salesforce.](https://lh7-rt.googleusercontent.com/docsz/AD_4nXf6jVWp24LQMMWz34EqJ4eDS6xo-tAfONYT8YZwpVvRztZC2GTYBTPnoB-phUG7y5dYd9arGI03tcHWDe0wbWKswy_ettWcdE891vtBAiJY7hVelR4fLpuljh5436UcSYoCmMBS5w?key=HhH_Q728vf0F83zUkczTVC5o) 1. Log in to **Salesforce Lightning**. 2. Click **Setup > Setup.** 3. Go to **Object Manager.** 4. Select **Account**. 5. In left navigation menu, select**Buttons, Links and Actions**. 6. Click **New Action**. 7. 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`. | 1. Click **Save**. ### Add the change owner button to account layout in Salesforce 1. Log in to **Salesforce Lightning**. 2. Click **Setup > Setup.** 3. Go to **Object Manager.** 4. Select **Account**. 5. In left navigation menu, select**Page Layouts**. 6. Select the page layout you want to add the button to. 7. From the layout menu, select **Mobile & Lightning Actions**. ![Configure the Change Owner button from the Mobile & Lightning Actions.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(415).png) 8. In the **Quick Find** search bar, type `Change Owner`. ![Locate the correct Change Owner button.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(416).png) 9. Hover over the listed **Change Owner** options and find the one with the following information: ![Identification for the Fullcast Change Owner button.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(417).png) 1. Label: **Change Owner** 2. Name: **Account.fcio1_Change_Owner** 3. Action Type: **Quick Action** 10. Drag and drop the correct **Change Owner**option to the **Salesforce Mobile and Lightning Experience Actions** section. ![Enable the Change Owner button by moving it to the Salesforce Mobile and Lightning Experience Actions.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/ECD012EE-7D2F-4A69-80AE-050E6BD7499E.GIF) 11. Click **Save**. ![Location of the Save option.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(418).png) 12. Repeat for each layout you want to add the button to. ### Set up role name and commit flag in custom metadata 1. Log in to **Salesforce Lightning**. 2. Go to **Setup > Custom Metadata Types > Fullcast Policy Setting**. 3. In the **Role Name** field, enter the role of the people who can be owners (AE, Sales Manager, VP, and so on). ![Where to update the role name field.](https://lh7-rt.googleusercontent.com/docsz/AD_4nXc7T2supAh2N8dBR-sAlGwAcwXAt-WZ1fDSbAK_lTrnxtsDhPtGY0XFuXHbf18XNNbPzvCg1eqOrxCjrg0zFYn2d6sehpZkbnBOY3x3LAlo9Plo_HWPdncGagx-AYO5KaeTUkXc?key=HhH_Q728vf0F83zUkczTVC5o) > [!NOTE] > 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. 4. Under **Commit Flag**, select one of the following: ![How to update the Commit Flag.](https://lh7-rt.googleusercontent.com/docsz/AD_4nXf0QuaxWsPN2iOeurNOdv8R9IVnNlD6LH975SywYkfpOd2XCFN6BL4BikG8vMS19lrbhJwsQmOIthbrmSdNM34PZuydcb2HTMnN4ALK4TO0yi7DIRYG_qavICAVM_1-jz9LufU4Tw?key=HhH_Q728vf0F83zUkczTVC5o) 1. **true**—permanent changes 2. **false**—proposed changes (default setting). Refer to [create the change owner action](/v1/docs/configure-the-change-owner-action-in-salesforce#create-the-change-owner-action-in-salesforce) section, as these options have very different impacts in Salesforce. > [!NOTE] > **Note** > > You can only select one action, either `False` (**proposed)**or `True` (**commit)**. Commit flag settings cannot vary by role as the selected setting is applied globally. ## Configure the change owner list view button in Salesforce Once you have created the action button, add it to list views and page layouts. 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 1. Log in to **Salesforce Lightning**. 2. Click **Setup > Setup.** 3. Go to **Object Manager.** 4. Select **Account**. 5. In left navigation menu, select**Buttons, Links and Actions**. 6. Click **New Button or Link**. 7. 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**. - Select **Display Checkboxes (for Multi-Record Selection)**. | | **Behavior** | Select **Display in existing window with sidebar**. | | **Content Source** | Select **Visualforce Page**. - From the **Content**dropdown, select **ChangeOwner [fcio_changeOwner]**. | 1. Click **Save**. ### Add the change owner list view button to a layout 1. In left navigation menu, select **List View Button Layout**. 2. Find the layout you want to edit. 3. Click the dropdown > **Edit**. 4. In the **Custom Buttons** section, from the **Available Buttons** select **Change Owner** and click **Add**to move it to **Selected Buttons** section. ![How to add the Change Owner to the list view.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(419).png) 5. Click **Save**. > [!NOTE] > Note > > The change owner button is available in **List of Accounts**.