Change Multi Ownership activity

An activity that changes the owner of more than one entity to a different user or group.

Configure the Change Multi Ownership activity

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

In most text fields, you can use process data variables as an alternative to literal data values.

Complete the fields on the General Configuration screen.
For more information, refer to Configure General Options for a CRM Activity.
Click Change Multiple Ownership .
Complete the fields on the Change Entity Ownership Configuration screen.
For more information, refer to Change the Owner of More than One Salesforce Entity.
(Optional) Click Advanced > E-mail Notification .
For more information, refer to Configure E-mail Notifications for Any Activity

Specifies the basic information for a CRM activity.

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

Configures an owner change for multiple entities (records) to another user or group.

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 IDs	Function: Specifies your list of Salesforce entity IDs. Accepted Values: A valid list of IDs, separated by semicolons. 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