---
title: "Use the change owner lightning action"
slug: "use-and-troubleshoot-the-change-owner-salesforce-lightning-action"
description: "Use the Fullcast change owner lightning action in Salesforce. "
updated: 2025-12-18T18:12:34Z
published: 2025-12-18T18:12:34Z
canonical: "support.fullcast.com/use-and-troubleshoot-the-change-owner-salesforce-lightning-action"
---

> ## 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.

# Use the change owner lightning action

Use the Fullcast change owner lightning action in Salesforce.

### Use the change owner button

1. Log in to **Salesforce Lightning**.
2. Click **Accounts**.
3. Select the accounts you want to change the owner on.
4. Click **Change Owner**.

![Multiple accounts selected and the Change Owner button highlighted.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(420).png)
5. On the **Change Account Owner** screen, from the first dropdown, select one of the following assignment types:
  1. **User:**Defined by the specified roles.
  2. **Territory:**Limited to those visible to the user.
6. Use the search bar to select a user or a territory name.

![When you click the Change Owner button, you'll be able to search by User or Territory name. You will also choose what to do with child accounts and whether to mark the account as a Named Account or Named Exception.](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeCeU2dfQhCb9ux0IXnh6venQNx4s7TqFgvqdtORn_Cu2MwRBKFbP9kEs-JJL7FZ2zvpci6RQMGMoEjFiQvBLp0DfALmtlIUUyChjPo-M2HZaY4Y_BKTMzK-mzDHAIlsu-9P4HJjA?key=HhH_Q728vf0F83zUkczTVC5o)
7. Select an option on how you want to treat the children of the parent accounts you're moving:

| Option | Description |
| --- | --- |
| **Do not reassign child accounts to the same segment** | Child accounts retain the existing owner. |
| **Assign all child accounts to the same segment** | Reassigns all child accounts to the new owner. |
| **Assign child accounts that match the following criteria to the same segment as the parent** | Reassigns child accounts that meet specific criteria to the new owner. |
| **Group all accounts belonging to the same corporate family into one segment** | Groups accounts that belong to the same corporate family for consolidated ownership. |
8. Select to change the named type status for the moved accounts:

| Option | Description |
| --- | --- |
| **Do not set a Named Type account status** | Does not change the named type status. |
| **Set moved account as a Named Account** | Marks accounts as a Named Account and changes any accounts marked as Named Exception to Named Account. |
| **Set moved account as a Named Exception** | Marks accounts as a Named Exception and changes any accounts marked as Named Account to Named Exception. |

1. Click **Change Owner.**