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OwnerChangeOptions

Specifies ownership of attachments, notes, and open activities when transfers occur.

API Calls

merge(), update(), upsert()

Fields

Element Name Type Description
transferAttachments boolean

If true, the record’s notes, attachments, and Google Docs are transferred to the new record owner. If false, the original record owner retains ownership. The default is true.

transferOpenActivites boolean

If true, the record’s open activities are transferred to the new record owner. If false, the original record owner retains ownership. The default is true.

Sample Code—Java

This sample creates an account, a note and task for the account, and sets the owner change options so that the note and task are transferred to the new owner.

1swfobject.registerObject("clippy.codeblock-0", "9");
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17public void ownerChangeOptionsHeaderSample() {
18     
19    // Create account. Accounts don't transfer activities, notes, or attachments by default
20    
21    Account account = new Account();
22    account.setName("Account");
23    com.sforce.soap.enterprise.SaveResult[] sr = connection.create(new com.sforce.soap.enterprise.sobject.SObject[] { account } );
24    String accountId = null;
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26    if(sr[0].isSuccess()) {
27        System.out.println("Successfully saved the account");
28        accountId = sr[0].getId();
29        
30        // Create a note and a task for the account
31        
32        Note note = new Note();
33        note.setTitle("Note Title");
34        note.setBody("Note Body");
35        note.setParentId(accountId);
36        
37        Task task = new Task();
38        task.setWhatId(accountId);
39        
40        sr = connection.create(new com.sforce.soap.enterprise.sobject.SObject[] { note, task } );
41        
42        if(sr[0].isSuccess()) {
43            System.out.println("Successfully saved the note and task");
44            
45           com.sforce.soap.enterprise.QueryResult qr = connection.query("SELECT Id FROM User WHERE FirstName = 'Jane' AND LastName = 'Doe'");
46           String newOwnerId = qr.getRecords()[0].getId();
47           account.setId(accountId);
48           account.setOwnerId(newOwnerId);
49           
50           // Set owner change options so account's child note & task transfer to new owner
51           
52           connection.setOwnerChangeOptions(true, true);
53           connection.update(new com.sforce.soap.enterprise.sobject.SObject[] { account } );
54           
55           // The account, account's note, & task should be transferred to the new owner.
56        }
57       
58   } else {
59       System.out.println("Account save failed: " + sr[0].getErrors().toString());
60    }
61}