Change the Owner of a Salesforce Entity

Change Entity Ownership Configuration Screen

Prerequisites

• Create an access token for your Salesforce application.

Good to Know

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

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
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.
3. On the Change Entity Ownership Configuration screen, click Change Ownership .

Procedure

1. On the Change Entity Ownership Configuration screen, in the Salesforce field, select your Salesforce access token.

   To create a new access token, click Add Token . For more information, refer to New Salesforce Access Token.

2. Complete these fields as necessary.

   Field Name	Definition
   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

3. In the Select Entity New Owner list, select your new owner.

   When you select the new owner, the new owner ID shows in the New Owner ID field.

4. (Optional) To store the entity ID as a process data variable, add the variable from the Process Variables screen to the field Store the Response Entity ID in Custom Attribute or Schema.

   Field Name	Definition
   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

RelatedTopics

• Change Ownership (Salesforce) activity
• Configure General Options for a CRM Activity
• Process Data Variables