Change Ownership (Salesforce) activity

An activity that changes the owner of an entity to a different user or group.


Change Ownership activity

Configure the Change Ownership activity

To configure the Change Ownership activity, do the procedure in this topic.

Examples

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Salesforce tab.

    Salesforce tab
  3. On the Salesforce tab, drag the Change Ownership activity onto your process.

    Change Ownership activity

General Configuration

Specifies the basic settings for the Change Ownership activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field NameDefinition

Display Name

Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No

Connection Timeout (Seconds)

Description:
Specifies the number of seconds permitted to complete an action before the connection stops.
Allowed Values:
An integer.

Represents

  • A number of seconds
Default Value:
600
Accepts Variables:
No

Change Record Ownership Configuration screen

Configures an owner change for an entity to another user or group.

Figure: Change Record Ownership Configuration screen

Change Record Ownership Configuration screen

Fields

Field NameDefinition

Salesforce

Description:
Specifies the access token that connects to your Salesforce application.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Variables:
No
Example:
Refer to:

Create Add Token icon

Opens this Screen:
Access Token for Salesforce
Function of this Screen:
Configure an access token to connect to Salesforce.
Example:
Refer to:

Entity Name

Description:
Specifies the name for your entity.
Allowed Values:
An entity name from the list.
Default Value:
None

When you select the Salesforce access token, the name that shows in the Entity Name field.

Accepts Variables:
No

Record ID

Description:
Specifies the Salesforce entity ID.
Allowed Values:
A valid Salesforce entity ID.
Default Value:
None
Accepts Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

New Owner Login Name

Description:
Specifies a process data variable to set the owner for the entity.
Allowed Values:
A process data variable that stores the Salesforce user name of the new owner.
Default Value:
None
Accepts Variables:
Yes