Salesforce has the concept of an "Owner" of records. There can be only one owner. Depending on the type of record, an owner may have additional capabilities and/or get special notifications about the record. For example, the owner of an Outreach Activity form receives notifications about changes to the form. For Opportunity records, people on the same team as the owner of an Opportunity are able to edit that Opportunity too.
It may be desirable to change ownership of active records, for instance, in the event of someone changing roles in ILR or leaving entirely. To change ownership:
- Select the desired record in whatever manner makes the most sense, for instance, clicking on it in a listview or report
- Click the "Change Owner" button at the upper right
- In the pop-up that appears, select a Salesforce User to change ownership to
- Either leave checked or clear the email notification checkbox
- Click "Submit"
Note that this must be an actual user and not a Contact. All ILR staff are Contacts, but a much smaller number are users. The difference is that we have information about Contacts, but they cannot log in. Users can log in and manage data.
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