Mass Transfer is used to transfer records from one user to
another. We can transfer records for accounts, leads, service contracts and
custom objects.
Permission Needed
To mass transfer
accounts and service contracts:
“Transfer Record” AND “Edit” on the object type AND “Transfer Leads”
To mass transfer
custom objects:
“Transfer Record” AND “Edit” on the object type
To mass transfer
leads:
“Transfer Leads” OR “Transfer Record” AND “Edit” on leads
Data Management > Mass Transfer Records
Objects available for mass transfer. Click on Transfer
Accounts.
Mass Transfer Accounts
Transfer from: Select the user for which you want to
transfer accounts.
Transfer to: Select the user to which you want to transfer accounts.
Enable following options to transfer:
Transfer open
opportunities not owned by the existing account owner: Transfer open
opportunities owned by other users that are associated with the account.
Transfer closed
opportunities: Transfer closed opportunities associated with this account.
Transfer open cases
owned by the existing account owner: Transfer open cases associated with
this account.
Transfer closed cases:
transfer closed cases associated with this account.
Criteria:
Search
criteria that the records you are transferring must match.
Find
Select the records to transfer and click Transfer.
An informative blog and it is very useful
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