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Merfantz - Salesforce Solutions for SMEs
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How to Mass Transfer Records from One User to Another

  • December 11, 2018
  • Merfantz Blogger
  • Merfantz Developments
  • 0

Mass Transfer :

Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another.

Follow the below steps to mass transfer records,

Step 1 : From Setup, enter Mass Transfer Records in the Quick find Box, then select Mass Transfer Records.

Step 2 : Click the link for the type of record to transfer.

Step 3 : Select Transfer from field

Step 4 : Select Transfer To field

Step 5: Enable the below Check box based on your requirements

  •              Transfer closed opportunities
  •              Transfer open cases owned by the existing account owner
  •              Transfer closed cases

Step 6 : Enter the criteria if you need

Step 7 : Click Find

Step 8 : Select the Accounts from the list to transfer to new owner.

Step 9 : Click Transfer button.

Step 10 : Account owner successfully transferred.

 

 

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Merfantz Technologies is a leading Salesforce consulting firm dedicated to helping small and medium enterprises transform their operations and achieve their goals through the use of the Salesforce platform. Contact us today to learn more about our services and how we can help your business thrive.

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