Solution Needed:
Allow all users to "Change" ownership of their Account but circumvent moving open opps, contacts, and open activities to the new Account Owner (default salesforce functionality). We just want the Account Ownership changed.
Comments:
Trying to identify the best development approach to reconcile the issue where 'Open Opportunities', all contacts within the account owned, and all notes and open activities for this account owned are automatically updated to the new Account Owner when utilizing the default "Change" on the Account Ownership field on the Account Page.
Would I need to create custom visualforce section on the Account page that recreates the "look and feel" of the Account Owner {Change} field first which opens a new VF page that mirrors the standard functionality driven by custom apex? We could add the default options that would be removed as elective radio buttons at the bottom (transfer all "Open" opps, transfer all open activities, transfer all contacts related to the Account).
Thanks in advance for any feedback!
Best Answer
Try this. It shuld help get started and uses all of the Standard SFDC functinaility without needing Triggers/APEX
Create Page > Create New Button (List Button: Source = VisualForce Page) > Edit Search Layouts for Accounts and Add this button to the List View
This screen allows you to transfer an account from one user to another. When you transfer ownership of an account, the new owner will also gain ownership of the following records related to the transferred account:
Note that completed activities will not be transferred.
The new owner might need to edit sharing.