FAQ: Change owner in Salesforce Lighting action

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  • Published on Oct 16, 2025
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FAQs

Can I still use the native change owner button from Salesforce?

No. Use the Fullcast functionality to change territories so that all assignments are reflected during the next import and export.

How do I control access to the Fullcast change owner button?

In Salesforce, make the button visible or hide it on the various page layouts and list views. If a user does not have an active territory coverage assignment in Fullcast, they won’t be able to move accounts with the button.

Can I set or change the account family and named account options to prevent users from modifying them?

No. These settings are not managed within Fullcast because they can vary for each segment or move.

What is the difference between the native Salesforce and the Fullcast change owner lightning action?

The differences between Fullcast and Salesforce actions depend on the way Salesforce’s native change owner button is implemented.

Salesforce standard change owner button

Fullcast change owner lightning action

  • Cannot move multiple accounts at a time.

  • Does not make account move changes in Fullcast.

  • Can transfer related opportunities, cases, and so on to new owner.

  • Can select multiple accounts in a list and move them at the same time.

  • Changes ownership in Salesforce immediately and moves the account to the new owner’s territory in Fullcast (the next scheduled import/export will update the account team).

  • Can transfer account to new owner.

What is the recommended best practice for addressing the transfer of related opportunities, cases, and so on when the Fullcast change owner action is used to change account ownership?

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 close-win an opportunity before the opportunity is transferred to the new owner.

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?

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 the commercial segment, where there are multiple territories, Comm_1, Comm_2, and so on, below it. If ownership is changed to the sales director, Fullcast would move the account to the unassigned bucket of the commercial segment.

What determines which people I can change an owner to?

The role name in the Fullcast Custom Metadata types determines which coverage assignments Fullcast will look for when changing owners. 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.

Will the Change Owner action allow someone to change ownership of accounts that are currently marked as Named Accounts or Named Exceptions?

Yes, and when changing the ownership you can choose whether to mark the accounts as Named Accounts or Exceptions in the new owner’s territory.