Quick summary
Changing the account owner in Salesforce lets admins and sales managers quickly reassign accounts to the right team member without losing any record history. This step-by-step walkthrough covers the exact clicks needed to update ownership directly from the Account record's About section.
Steps
- Click 'Accounts' on the left-side panel of your Salesforce dashboard.
- Select an account from the accounts list.
- In the About section, go to 'Account Owner' and click the 'people' icon beside the account name.
- Type and select the name of the new owner in the search bar.
- Click the 'Change Owner' button to confirm and save the new account owner.
