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Admin Request: Mass Account Record Transfer

Knowledge Article Number 000006423
Description

If you need to make a mass transfer of accounts request, this is the minimum information our Admin team will need to process your request.

Resolution Admin Request: Mass Account Record Transfer

Note: Is this in Sandbox or Production? If Sandbox, which sandbox? Would you like us to contact you before proceeding with work, even if all the requirements are clear? We will always contact you if something needs further explanation.

1. Who are we transferring records FROM?
2. Who are we transferring the records TO?
3. Mark a “Y” next to the options below that apply to the Account record transfer:  
  • Transfer open opportunities not owned by the existing account owner
  • Transfer closed opportunities  Transfer open cases owned by the existing account owner
  • Transfer closed cases
  • Keep Account Team
  • Keep Sales Team on opportunities transferred to new owner

NOTE: All of our Configuration Case Templates can be accessed on our Premier Success Plans Tool kit.
Scroll down to the section “Customize Salesforce for your Business” | Find the tile “Configuration Case Templates” | Click "Download"
 
Or, click directly to the Configuration Case Templates.​





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