This article provides information regarding the motion package 2.185 release.
Key Features:
Change Owner
This workflow allows you to seamlessly change account ownership in Salesforce, reflected in the Fullcast instance. This update allows you to:
Transfer accounts from one territory to another by assigning them to a new user or territory.
Search and locate users or territories.
Select whether to include child accounts in the ownership transfer.
Automatic authorization of the new owner for access.
Support changing ownership for users with single or multiple roles.
Setup Instructions
Navigate to Setup > Custom Metadata Types > Fullcast Policy Settings.
Define the Role Name for Change Owner access.
Information:
Use commas to separate mutliple roles.
Set the Commit Flag to true for automatic commits or false for proposed changes (default).
Information:
If commit_flag is “true”, the account owner will be changed in Salesforce and the change will be reflected in Fullcast. If commit_flag is “false”, the account owner will not change in Salesforce, but the change will be proposed in Fullcast for future review.
Add the Change Owner button to the Account page layout in Salesforce Mobile and Lightning Experience Actions.
Select the fcio1__ChangeOwner button option.
Create a custom button for Change Owner action and add it to the selected button set in the List View Button Layout.
Below is the mandatory Custom Metadata Setup which changes from customer to customer based on requirements.
Custom Metadata Label | API Name | Value | Description |
|---|---|---|---|
Tenant ID | Tenant_Id | 21b93277-b89f-4594-9a56-c3d6bbc26be5 | The Fullcast tenant ID of the production instance. |
Tenant ID Sandbox | Tenant_Id_SandBox | 21b93277-b89f-4594-9a56-c3d6bbc26be5 | The Fullcast tenant ID of the preproduction instance. |
Role Name | Role_Name | Sales Manager | Based on this role name we fetch the Active Assignements from the Fullcast App and display on the Change Owner page. |
Commit Flag | Commit_Flag | Fales | This is used to commit/propose the transactions in the Fullcast app. |
As part of this release, the Pre-prod and Production domains were changed and we have modified the below endpoint.
Name | API Name | Value |
|---|---|---|
Get Assignment By Role Sandbox | Get_Assignment_By_Role_Sandbox | https://sandbox.fullcast.io/api/v1/assignments/getActiveAssignmentsByRole |
GTM Leaf Info Endpoint Sandbox | GTM_Leaf_Info_Endpoint_Sandbox | https://sandbox.fullcast.io/api/v1/common/getLeafs |
Get Token Sandbox | Get_Token_Sandbox | https://sandbox.fullcast.io/api/v1/common/tokenAuthorization |
App Endpoint Sandbox | App_Endpoint_Sandbox | https://sandbox.fullcast.io/api/v1/common/assignments |
Get Territories by Role Sandbox | Get_Territories_By_Role_Sandbox | https://sandbox.fullcast.io/api/v1/assignments/getTerritoriesByRole |
Remote Site Settings
Fullcast_Preprod - https://sandbox.fullcast.io