Configure the change owner lightning action in Salesforce

Updated
  • Updated on Oct 16, 2025
  • Published on Dec 2, 2024
  • 2 minute(s) read
  • CC
  • TS
  • a
 Prev Next

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

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.

  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.

  8. In the Quick Find search bar, type Change Owner.

    Locate the correct Change Owner button.

  9. Hover over the listed Change Owner options and find the one with the following information:

    1. Label: Change Owner

    2. Name: Account.fcio1_Change_Owner

    3. Action Type: Quick Action

    Identification for the Fullcast Change Owner button.

  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.

  11. Click Save.

    Location of the Save option.

  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.

    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.

    1. true—permanent changes

    2. false—proposed changes (default setting). Refer to create the change owner action section, as these options have very different impacts in Salesforce.

      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.

  5. Click Save.

    Note

    The change owner button is available in List of Accounts.