Saturday, February 8, 2014

Salesforce change account owner

Do you know or realize, when account owner is changed manually through salesforce UI the new owner will also gain ownership of

  • all notes and open activities for this account (completed activities will not be transferred)
  • all contacts tagged to account owned by old owner
  • all opportunities tagged to account (including closed opportunities if you select the "Transfer closed opportunities" and opportunity owned by different owner if you select "Transfer open opportunities..." as screenshot below

But, if  you change the account owner through API, or API tool such as: Data Loader, only the Account Owner is changed. It will not change owner of contact, opportunity and other object related.

Here are two Salesforce document related ownership change:
- How do I change Account Ownership using the Data Loader?
- How to Change the Record owner using the Data Loader?


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