Transferring Multiple Records Between Divisions
Select groups of records to move into or between divisions.
Required Editions
| Available in: Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To mass transfer records: | Modify All Data |
To reassign the divisions for multiple records at one time, transfer groups of accounts, leads, or users between divisions.
- From Setup, enter Mass Division Transfer in the Quick Find box, then select Mass Division Transfer.
- Select the type of record you want to transferred, then click Next. When you change the division assigned to an account, related records such as contacts and opportunities are assigned to the same division. When you change the division assigned to a custom object, other custom objects belonging to it are also transferred to the new division.
- Select search conditions that records must match and click Next.
- Select the division you want to transfer the records to.
- If you’re transferring user records, you can select Change the division... to also transfer the users’ records to the new division.
- Click Transfer. You’ll receive an email notification when the transfer is complete. If 5,000 or more records are being transferred, the request will be placed in a queue for processing.
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