I am trying to set up a permission set where someone in a parallel or lower role hierarchy can change ownership of an opportunity, but only if Field A = B. Is there a way to set up a permission set to do that?
#Object Permissions #Permissionset #Change Ownership
Changing Account ownership isn't just a simple switch — it can ripple through related objects like opportunities, cases, attachments, and contacts. You might bump into permission hiccups or issues with related records. Moreover, identifying these issues' root cause may be challenging...😨
➡️ Dive into our Knowledge Article to learn more and make your transitions smoother than ever!
I need to solve for the following:
1. A certain type of user (PA) can create accounts, but cannot own accounts
So, I would like to know if it is possible to force the user creating the account to select an owner other than themselves during the account creation process.
2. If this type of user accesses the "change owner" select box, then the list of users should be limited based on the hierarchy of the roles.
So, if PA1 falls under FA1 and FA2, then only FA1 and FA2 should be in the list (or at least come up first in the list, instead of just the recent users selected)
I saw a thread similar to my question that suggests using Workflow or Process Builder, but I cannot access the video because it's an Adobe Flash video.
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A858pSAB
Forum Ambassador
Hi,
You could have a lookup to user that's mandatory for those users only on creation through a validation rule. Only set the field level security to editable for them.
Now, when the record is created and this lookup is populated, have a record-triggered flwo (workflow rules and process builders are deprecated), update the owner field with the same Id as the one in the lookup.
However, the restriction on roles might be quite difficult to do
When changing an account owner from the account record, all open opportunities previously assigned to the account owner are automatically assigned to the new account owner. ✅
However, I have two record triggered flows- one before save and one after save - to update 2 fields on the opportunity when Record Owner "is changed" = true.
Unfortunately, neither flow seems to be triggered when the related account changes ownership, despite the opportunity owner updating as expected. 🚫
If I change the opportunity owner from the opportunity record, the flows triggers successfully. ✅
Is there a way to change my flow criteria to catch this?
Or, maybe I just need another flow that is triggered when Account Ownership changes to check for any open opportunities and then update the fields?
Any suggestions or workarounds welcomed!
Example below:
Account is owned by John with 1 related open opportunity also owned by John.
Custom Field A on opportunity was set by flow on record creation to the text "Division 1" based on a field on John's user record.
First scenario:
Account is then transferred to Jane from the Account record. The related open opportunity is transferred to Jane. Jane's Division on her user record is "Division 2" but the Opportunity Custom Field A is still "Division 1".
Second Scenario:
Account is owned by John but I change the ownership of the related open opportunity to Jane. Opportunity Custom Field A is correctly updated to "Division 2".
It looks like, per this help article, you would need to create a new Flow that runs when an Account is Changed, where the filter criteria is that the Account Owner is changed. That flow would need to trigger the additional 2 flows you have built as sub-flows.
I have a situation where Contact, Account, and Opportunity Ownership is not all the same. We would like so if a new Opportunity is created on an Account, the owner of the Opportunity then becomes the owner of all the associated Contacts on the Account, but not the owner on the Account, only Contacts.
I made a flow that anytime a new Opportunity is created, get all the Contacts that hold the same Account Id, and reassign the ownership to match the ownership of the Opportunity that was just created. I'm using a Loop element to cycle through all associated Contacts. The ownership is still not changing to the Opportunity record owner for all the Contacts.
Any suggestions?
I'm using process builder to launch the flow, using a get records for Opportunity and a get record for Contacts. I'm creating a collection variable for all the Contacts, and looping through that.
Everything works and runs fine, just the owner is not actually changing.
Hi all,
I need to Notify (with mail or notifications) the new owner of an opportunity.
I know there is a checkbox that asks me if I want to notify the new owner when I chan ownership of an opportunity, but I have also automated process that change ownership.
I tried to do that whit a WorkFlowRules but seems that is not possible to use OwnerID in function like IS CHANGED or PRIORVALUE.
Can anyone help me?
Tks
Please use process builder , you would get Ischange option for the owner id field.I have done similar in my current project though I have a better solution here.
Rather than sending an email, You can create a chatter
post.It has two benefits 1. It sends automatically notification.You don't need to write code for that 2. A chatter post gets created which is very helpful in many ways for example history tracking , you can add more people there.Learn what are the options available to users when they want to change the owner of Task and Event records in bulk.
Click 👇 to learn more!
Hi everyone!
I have a flow that is supposed to create a custom object record then update the record once a manager manually changes a lead/contact owner. Right now it's functioning with a 1 hour pause step and we're crossing our fingers hoping the owner is changed in that time period because the new owner ID is passed to the newly created record.
Is there a better way for me to do this? If the owner isn't changed in an hour, then we end up getting the existing owner ID - it should really just be blank until the owner is changed.
Thanks!
I have been asked to pull a report and I am not sure how, so I am hoping you all might have the answer!
This report would need to be by Month, which user owned which Account. So essentially, who owned what in October 2018, who owned what in November 2018, and so on.
I do not want to pull a report only on Account Changes, I can pull a report by person as well as the team is not too large, but I am totally stumped on where to begin. Let me know if you have a solution!