Saturday, March 30, 2013

Salesforce: Change Account Owner

Do you realize when account owner is changed using UI, the new owner will also gain ownership of:
  • All Notes and open Activities for the Account (completed Activities will not be transferred)
  • All Contacts tagged to the Account owned by old owner
  • All open Opportunities tagged to the Account, including closed Opportunities if you select the Transfer closed opportunities, and Opportunities owned by other owner if you select Transfer open opportunities not owned by the existing account owner, see screenshot below:

Above scenario will also correct for mass transfer from Setup | Data ManagementMass Transfer Records | Transfer Accounts.

But, if  you change Account owner through API, or API tool such as: Data Loader, only the Account Owner will be change, it will not change owner of Contact, Opportunity and other objects related.


Last Update: 17 May 2016