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Mass Transfer Activities

Knowledge Article Number 000002924

How to Mass Transfer Activities?


The steps described below can only be performed on Enterprise, Unlimited and Developer Editions.

Use Data Loader to mass transfer Activities.

1. Export out Activities based on filtering criteria if needed. You can do this by running a report or using the Export function on the Data Loader. Make sure to export the Activity ID since this will be used to update the records.

2. Update the OwnerID field with the New Owner(User) ID -> Save the file

3. Use the Update function on Data Loader to change ownership of the activities using the new csv. file. You need to make sure that at least the record ID and owner ID fields are mapped. 

Note: We recommend you perform a test before doing this, to make sure you will get the desired results.


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