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'Change Owner' Trick to Take 5 Clicks to 1

March 16, 2017

Reducing the number of clicks a user needs to perform their tasks should be a goal for anyone configuring a CRM.  The standard process to change ownership of a record in Salesforce.com is a minimum of 5 clicks.  In the Classic view, an OnClick Javascript button will reduce this to just one click, if all the user wants to do is change a record ownership to themselves.  A use case for this button is if Cases get assigned to a Queue and a Queue member wants to take ownership of the Case quickly.  This could reduction of clicks can also be solved with a Quick Action in Lightning experience of Salesforce.com as well.

 

Here is the Javascript Code:

 

{!REQUIRESCRIPT("/soap/ajax/13.0/connection.js")} 

var caseObj = new sforce.SObject("Case"); 
caseObj.Id = '{!Case.Id}'; 
caseObj.OwnerId = '{!$User.Id}'; 
var result = sforce.connection.update([caseObj]); 
if (result[0].success=='false') { 
alert(result[0].errors.message); 
} else { 
location.reload(true); 
}

 

 

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