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