Manually Changing Record Owner

You can do it - but read this if your record is QUEUED

Last published at: 2024-09-27 13:04:59 UTC

Of course there will be situations when you are looking at a record and you just want to change the ownership to someone else. This is fine to do, although if your record is in QUEUED status, SuperRoundRobin will override your changes and continue to try either assigning it to Assignees or park it with your Queue User. Read on if this is happening to you.

  • If your record has the Use Round Robin field set to ASSIGNEDNOMATCHFALSE, or REJECTED, then you can change the ownership and SuperRoundRobin won't interfere.
  • If your record has the Use Round Robin field set to QUEUED, then, when you change ownership, you must also change the Use Round Robin field to FALSE. You can do this if the Use Round Robin picklist or button is available on the record page for editing.