AdvologixPM

Record Owners/Change Ownership

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The Record owner is the user who owners the record  By default record owner is the user who created the record.  Record Ownership can be changed by clicking on [Change] link next to the name.

A record owner, or any user above the owner in the role or territory hierarchy, can transfer a single record to another user. With some objects, like cases, leads, and campaigns, a user may be granted access to transfer records through sharing. Depending on the type of object, there may be multiple ways to transfer records to another user.

Modify the Record Owner

To change the owner of a record:
  1. Click Change next to the Owner field.

The Change link displays only on the detail page, not the edit page. (If you do not see the Change link, you do not have permissions to change ownership.)

Select New Owner Page

Select New Owner page
  1. Enter the Owner (name of the user or queue to which you would like to transfer the record. - Use the look-up if desired)
  2. Alternately, Select the Send Notification Email checkbox to notify the new owner. (The “From” email address displayed in the notification is your return email address as set in the Email Address field of your email settings.)
  3. Click Save

For more informtion see Force.com's Changing Ownership

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