Process Activities / Salesforce tab
Parent topic: Salesforce tab

Change Ownership (Salesforce) activity

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



Configure the Change Ownership activity

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

Good to Know

How to Start

  1. On the Organizer, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Salesforce tab.
      2. On the Salesforce tab, drag the Change Ownership (Salesforce) activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a CRM Activity.

  2. Click Change Ownership .
  3. Complete the fields on the Change Entity Ownership Configuration screen.

    For more information, refer to Change the Owner of a Salesforce Entity.

  4. (Optional) Click Advanced > E-mail Notification .

    For more information, refer to Configure E-mail Notifications for Any Activity

General Configuration

Specifies the basic information for a CRM activity.



Fields

Field Name Definition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No

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

Connection Timeout (Seconds)
Function:
Specifies the number of seconds permitted to complete an action before the connection stops.
Accepted Values:
An integer that represents a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Change Entity Ownership Configuration

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



Fields

Field Name Definition

Salesforce
Function:
Specifies the access token that connects to your Salesforce application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Add Token

Opens this Screen:
New Salesforce Access Token
Function of this Screen:
Configures a new access token for Salesforce.

Entity Name
Function:
Specifies the name for your entity.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

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

Accepts Process Data Variables:
No

Entity ID
Function:
Specifies the Salesforce entity ID.
Accepted Values:
A valid Salesforce entity ID.
Default Value:
None
Accepts Process Data Variables:
Yes

Select Entity New Owner
Function:
Specifies the new owner of an entity.
Accepted Values:
A valid owner name.
Default Value:
None.

When App Token is selected, the field shows the list of Salesforce user names.

Accepts Process Data Variables:
No

New Owner ID
Function:
Specifies an ID of the new owner supplied by Salesforce.
Accepted Values:
A valid owner ID.
Default Value:
None

Once you select the new owner name, the correct ID is populated in the field.

Accepts Process Data Variables:
Yes

Store the response Entity ID in Custom Attribute or Schema
Function:
Specifies the process data variable that contains the entity ID.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes
Parent topic: Salesforce tab

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Documentation Updated: December 3, 2015

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