New Lightning Experience Administrators: Account, Opportunity, and Case Ownership Explained

Account, Opportunity, and Case Ownership

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The account owner, opportunity owners, and case owners may or may not be the same user.

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The statement is true. In Salesforce, it is possible for the account owner, opportunity owner, and case owner to be the same user, but it is also possible for them to be different users.

An account owner is the person or group of people responsible for managing an account in Salesforce. This includes creating and editing the account, as well as managing the related contacts, opportunities, and cases.

An opportunity owner is the person who is responsible for managing an opportunity in Salesforce. This includes updating the opportunity's stage, adding notes, and communicating with other members of the sales team.

A case owner is the person who is responsible for managing a customer service case in Salesforce. This includes updating the case status, communicating with the customer, and working with other members of the support team.

In some cases, the account owner, opportunity owner, and case owner may be the same person. For example, a salesperson may own an opportunity and also be the account owner for the related account. Alternatively, a customer service representative may be the case owner for a case related to an account that they also own.

However, it is also possible for these roles to be assigned to different people. For example, a sales manager may own an account, while a salesperson owns the associated opportunity. Similarly, a customer service manager may own a case, while a different representative is assigned as the case owner.

Overall, the account owner, opportunity owner, and case owner roles are flexible and can be assigned to different users based on the needs of the organization.