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Shawn Low 37
Creating a Button that changes record owner to current User
I have a unique situation (I think so at least)
We have the Default Lead Setting to "Private" and assign Permission Sets to our internal sales reps for "Read" access. This allows the Reps to Search, and see a listing of all the Leads in the System.
The Scenario:
Sales Rep has lead assigned to them (They are the Lead owner).
Lead calls in and the rep is out on Vacation, so another Rep answers.
New Sales Rep searches SFDC, finds the Lead and clicks a custom button called "Claim Lead".
The Lead is then assigned to them (The new Sales Rep becomes the Lead Owner).
I was thinking to use a Button to call a Process or a Flow, but I can't seem to find any Trailhead classes or anything that would show me how to do this. (I'm just learning Dev stuff, like Lightning Components, VisualForce, etc)
Help please!!!
Thank you
Shawn
We have the Default Lead Setting to "Private" and assign Permission Sets to our internal sales reps for "Read" access. This allows the Reps to Search, and see a listing of all the Leads in the System.
The Scenario:
Sales Rep has lead assigned to them (They are the Lead owner).
Lead calls in and the rep is out on Vacation, so another Rep answers.
New Sales Rep searches SFDC, finds the Lead and clicks a custom button called "Claim Lead".
The Lead is then assigned to them (The new Sales Rep becomes the Lead Owner).
I was thinking to use a Button to call a Process or a Flow, but I can't seem to find any Trailhead classes or anything that would show me how to do this. (I'm just learning Dev stuff, like Lightning Components, VisualForce, etc)
Help please!!!
Thank you
Shawn
Sorry for this issue you are facing.
May I suggest you please try the sample code below and tweak it as per the requirement which might help you further.
For more information please refer to below link.
- https://success.salesforce.com/answers?id=9063A000000Dnw5QAC
Hope this helps.Thanks,
Nagendra
Thank you for writing out that code for me, I really appreciate it.
Is this a Trigger or Code I can connect to a button or something? (Sorry, Im just starting to learn and understand code.)
Thanks