| Account |
- Contacts owned by the previous account owner and are related to the account
transfer to the new owner automatically.
- The account owner’s open opportunities transfer automatically. To transfer
open opportunities owned by others, select Transfer open
opportunities owned by others. When you select this option,
ownership of those opportunities transfers regardless of your access to them.
The opportunity owner change doesn’t invoke any automations, such as flows or
Apex triggers, because it cascades from an account owner change.
- To transfer the account owner’s closed opportunities to the new account owner,
select Transfer account owner’s closed opportunities.
Closed opportunities owned by others don’t transfer. The opportunity owner
change doesn’t invoke any automations, such as flows or Apex triggers, because
it cascades from an account owner change.
- Contracts with a status of Draft or In Approval transfer automatically. The
new owner has read-only access to contracts with a status of Activated.
- Orders with a status of Draft, with or without a transferring contract,
transfer automatically. The new owner has read-only access to orders with a
status of Activated.
- To transfer the owner’s open cases, select Transfer account owner’s
open cases. To transfer all of the owner’s cases, select
Transfer all of this account owner’s cases.
- Attachments and notes in Salesforce Classic transfer.
- The owner’s open activities transfer automatically. Closed activities don’t
transfer.
- To keep account team members with an account when the owner changes, select
Keep account team. To delete the team, deselect this
option. This action only applies to team members added by a Salesforce admin,
the account owner, or someone higher in the role hierarchy. Team members added
by users with group-based access are removed even if Keep account
team is selected.
- To keep opportunity team members with an opportunity when the account owner
changes, select Keep opportunity teams with transferred
opportunities. To delete the team, deselect this option.
- To transfer the account owner’s closed cases to the new account owner when the
account owner changes, select Transfer account owner’s closed
cases.
- In Salesforce Classic only, divisions transfer to the new account owner’s
division when you select Change division.
- When changing the owners of multiple accounts via SOAP API, all accounts must
have the same old owner and the same new owner. To change ownership of accounts
with different owners, use separate API requests.
|
| Campaign |
- Attachments and notes in Salesforce Classic
- Open activities owned by the original record owner
|
| Case |
- Attachments and notes in Salesforce Classic
- Open activities that are owned by the original record owner. Closed activities
don’t transfer.
- To transfer ownership of a case, the new owner must already have at least Read
access to its associated parent account via sharing features. Or, the user who
is transferring the record must be able to share the associated parent account.
The account owner, Salesforce admins, users who are above the account owner in
the role hierarchy, and users with the Modify All Records permission on accounts
have this ability. Otherwise, the ownership transfer can’t be completed.
|
| Contact |
- Attachments and notes in Salesforce Classic
- Open activities that are owned by the original contact owner. Closed
activities don’t transfer.
- To transfer ownership of a contact, the new owner must already have at least
Read access to its associated parent account via sharing features. Or, the user
who is transferring the record must be able to share the associated parent
account. The account owner, admins, users who are above the account owner in the
role hierarchy, and users with the Modify All Records permission on accounts
have this ability. Otherwise, the ownership transfer can’t be completed.
|
| Contract |
- Attachments and notes in Salesforce Classic
- Open activities that are owned by the original record owner
- Orders with Draft status
|
| Custom object |
- Open activities that are owned by the original record owner (Salesforce
Classic only)
- Attachments and notes in Salesforce Classic
|
| Knowledge |
- Changing an article's ownership is available in Lightning Experience
only.
- To change ownership, select Change Owner either from a
Knowledge list view of draft articles or a draft article’s Knowledge home
record.
- When you change the ownership of a draft article from a Knowledge home record,
you can also change the ownership of its archived and published versions at the
same time.
- You can change the ownership of multiple draft articles at once from a
Knowledge list view.
- You can change ownership to a queue and to a user.
- Anyone in a queue can act as the article's owner.
- A user can only change an article's ownership if their profile permissions
allow it.
|
| Lead |
- Attachments and notes in Salesforce Classic transfer. Files in Lightning
don’t.
- Open activities that are owned by the original record owner (except when you
change lead ownership using the Assign using active assignment
rule checkbox)
|
| Opportunity |
- Open activities that are owned by the current opportunity owner transfer.
Closed activities don’t transfer.
- When you transfer ownership of a related account, you have the option to
transfer open opportunities owned by others. This option transfers ownership of
all of those opportunities, regardless of your access to them. This opportunity
owner change doesn’t invoke any automations, such as flows or Apex triggers,
because it cascades from an account owner change.
- Opportunity team members only when the Keep Opportunity
Team option is selected. When opportunity teams transfer,
opportunity splits, opportunity product splits, custom field values, and any
notes on splits are preserved and split percentages are assigned to the new
owner.
- Attachments and notes in Salesforce Classic transfer. Files in Lightning
don’t.
- To transfer ownership of an opportunity, the new owner must already have at
least Read access to its associated parent account via sharing features. Or, the
user who is transferring the record must be able to share the associated parent
account. The account owner, admins, users who are above the account owner in the
role hierarchy, and users with the Modify All Records permission on accounts
have this ability. Otherwise, the ownership transfer can’t be completed.
|
| Order |
- Open tasks
- Future events
- Items don’t transfer if either the original or new owner is a member of a
queue.
|
