Saturday, March 14, 2015

Salesforce – Mass Transfer Records

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.


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