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Change a Record’s Owner
You can give ownership of a record to another user as long as that user has at least Read permission for the type of record being transferred.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Contact Manager Editions |
| User Permissions Needed | |
|---|---|
| To transfer single records: | Transfer Record |
- The new owner must already have at least read access to its associated parent account via sharing features.
- The user who is transferring the record must have the ability to share the associated parent account. The account owner, system administrators, users who are above the account owner in the role hierarchy, and users with the Modify All Records permission on accounts have this ability.
Otherwise, the ownership transfer can’t be completed.
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On the record detail page, click the link to change the owner.
If you don’t see the link, you don’t have permissions to change record ownership.
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Enter or select a new owner. In organizations where the Salesforce Customer Portal or
partner portal is enabled, you can filter the results that appear on the user lookup dialog.
Select either a queue or group of users from the Owner or
Assigned To drop-down list.
Note
- You can only enter or select users who have permission to own the record.
- External users trying to edit record ownership can’t filter by user type.
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To notify the new owner, select the Send Notification Email
checkbox.
The “From” email address displayed in the notification is your return email address set in your email settings.
For cases in Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, the Case Assigned Template setting specified in Support Settings determines the email text. For other records, the email text is generated automatically and cannot be customized.
- Depending on your user permissions and the type of object you’re transferring, you can select which related items to transfer.
- Save your changes.
If your organization-wide default sharing for an object is set to Private, you see an error after changing the owner of a record for that object. The error occurs because you no longer have access to the record. This error is safe to ignore.
