In this Salesforce tutorial, we will learn how to change account owners in Salesforce. We will discuss the method of changing owners of accounts in Salesforce Lightning and Classic editions.
There are two ways to change the owner of accounts, the first way is to change the account owner from the record page in the edit window, and the second way is to transfer mass accounts to another user with the help of Data transfer.
While Working as a Salesforce system admin, I recently got a task to transfer some accounts from one user to a new user. Basically, I had to change the ownership of these accounts because the current user of these accounts was leaving the company, so I had to assign these accounts to another user.
Change Account Owners
In Salesforce, changing account owners means handing over access to the account records from one user to another within the organization. This transfer of account ownership also includes the data and records related to the opportunities and cases within the accounts.
You might need to change the Sharing settings of the accounts before assigning it to the new user so that the new owner can have read and write access to these account records.
In the below examples, I have explained how to change ownership for single accounts and how we can change ownership of multiple accounts.
Change Account Owner in Salesforce Lightning
To change account owners in Salesforce Lightning, first log in to your Salesforce account and follow the steps below.
1. On the Setup page of Salesforce Lightning, click on the App Launcher and search for Accounts, and from the Items section select Accounts.
2. In the Accounts window, we can see a list of accounts and from here select an account in which you have to change the owner. In this example, I have selected the accounts Edge Communications.
3. In the record page of the selected account, click on the dropdown arrow that is on the upper right side of the screen, and from the options in the dropdown select the option Change Owner.
4. As we click on the Change Owner, a new window will appear, and from here select the account from the search bar and activate the checkboxes of the records to transfer the access of records to the new owner.
At last, click on the Submit button to apply changes to the account record.
As we click on the Submit button, the account owner will be changed and we can also view this change in the details section of the account’s record page.
