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Manjusrinu
Changing the owner of Account record
Hi,
I need to change the owner of account Records (Mannually)
when I manually change the record owner ,owner field is not getting changed , I think Account Name Having some hierarchy issue, so i am not able to change the record. Can anyone suggest me how to remove the Hierarchy option ? Orelse why my account owner is not getting changed .
Can you try the troubleshooting approach below to discover why record ownership cannot be changed
>Make sure that the user's profile has the following permissions to the affected object:
>'Transfer Record/Transfer Leads/Transfer Cases' permission is enabled in the Profile level.
>Read/Write access to the record
>Is either the owner of the record or above the owner of the record in the role hierarchy
>If user is neither the owner or above the owner in role hierarchy, then the 'Modify All Data' permission or transfer record permission would be required
>If the user's profile has the above rights but still unable to change ownership, then go to:
Classic: Name | Setup | App Setup | Customize | Object | Validation Rules
Lighting: Gear icon | Setup | Object Manager | Object | Validation Rules
Check for any validation rule that looks like:
Name: "Record_Owner_Cannot_Change_after_Closed".
Error Conditional Formula: ISCHANGED( OwnerId ),
>If found, ask the user to contact their System Administrator and deactivate the validation rule for a short period of time so they can try to transfer ownership.
>Check for any triggers on the affected object. If found, ask the user to contact his/her Salesforce.com system administrator and have them deactivate the trigger.
Reference:https://help.salesforce.com/articleView?id=000328566&type=1&mode=1
Happy to answer any follow up queries.If this information helps, please mark the answer as best.Thank you