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John Smith Unable to change Ownership of the record owned by person in same role.
Hello All,
Salesforce doesn't allow to change the ownership of the record owned by the person in the same role. For example, a person A in Role 1 cannot change the ownership of the record owned by the person B in Role 1. I'm trying to change the ownership of the custom object.
Could you please guide me how can i achieve this functionality. Do i need to configure sharing settings?
Cannot give "Modify All" prevelige to the profile, as it gives them full access. Could you please guide me in this issue in configuring the sharing settings.
You need to do some steps
1) Give private to you object in sharing rules
2) Now remove Modify All access to object on your profiles.
Above setting will restrict user to modify the record of owner in the same role.
Now if you want that use even won't able to see the record of other user in the same role
1) Give private to your object in sharing rule for that object.
2) Remove modify all and view all access to object in your profiles.
Thanks
Ankit Arora
Blog | Facebook | Blog Page
All Answers
You need to do some steps
1) Give private to you object in sharing rules
2) Now remove Modify All access to object on your profiles.
Above setting will restrict user to modify the record of owner in the same role.
Now if you want that use even won't able to see the record of other user in the same role
1) Give private to your object in sharing rule for that object.
2) Remove modify all and view all access to object in your profiles.
Thanks
Ankit Arora
Blog | Facebook | Blog Page
Yes, User A cannot change the ownsership of the record owned by User B.
Only User B or Admin or a User with Modify All permissions can change the owner of the record owned by User B.
Even Sharing settings will not come to the rescue over here.
Anyway this can be done using Apex.
To add up more, in the Profiles there is an Administrative permission called Transfer Record.
Turning taht on will do the trick of changing the ownership of any record.
I thought the object permission for Transfer Record only referred to leads and cases.
In any event I'm having a similar issue. I have an account record owner who cannot transfer the account record to another person lower in role. But they can transfer account records owned by those below them in role to another below in role.
This user has all permissions except modify all for the account object.
I don't understand why the user cannot transfer ownership when they are the owner.
Thanks.
This got me through my issue. Thanks!