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Dastagiri BashaDastagiri Basha 

how to disable the Account "Transfer account owner's closed opportunities" while changing the Account owner.

Hi all,

 please assist with how to Disable the "Transfer account owner's closed opportunities" option while changing the Account Owner.

while changing the Account it's closed opportunities owner also changing, i want to disable this option.

please give an idea to disable this option. 

User-added imageThanks.

SwethaSwetha (Salesforce Developers) 
HI Basha,

This scenario has already been filed as an Idea on IdeaExchange 
See https://ideas.salesforce.com/s/idea/a0B8W00000GdjsMUAR/stop-the-transfer-of-closed-opportunities-when-transfering-account-ownership

Please consider upvoting the idea so product team can implement it in coming releases.


Adjusting sharing for Account/Opportunity object records looks to be the most straightforward option. This could be established via a combination of removing object permissions via profile/permission sets, adjusting record access via Org-Wide Defaults (OWD) in Setup -> Sharing Settings, and utilizing a Role Hierarchy for users.

Transferring Records:
https://help.salesforce.com/s/articleView?id=sf.data_about_transfer.htm&type=5

The simplest thing I could think of is to clone an existing profile into a new profile, with the necessary permissions, like Edit and/or Modify All, for Account and Opportunity records, assigning that profile to the subset of users (since they all share a similar profile/role now), and lock down role/object permissions for users without that profile.

If this information helps, please mark the answer as best. Thank you