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LMod Preventing the Opportunity Owernship from changing when I change the Account Ownership- HELP! Trying to keep my hair!
Hello all,
Hopefully someone can offer some helpul advice before I pull out whats left of my hair!!
When I go to change the ownership of an account (without checking any boxes) it automatically changes ownership on the Opp level and modifies all existing notes and attachments.
I'd like to change the ACCT ownership without using the data loader but need to keep the OPP w/ the same owner- any ideas?
I'd truly appreciate any helpful tips! This is my first post.
April
Message Edited by LMod on 07-01-2008 09:42 AM
When account owner is changed using salesforece.com UI, the new owner will gain ownership of all notes and open activities for the account and also note that, completed activities will not be tranferred. This is standard salesforce feature.