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Mass Transfer Records
Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
Available in: Essentials, Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions Service Contracts available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with the Service Cloud Accounts and Leads not available in: Database.com |
| User Permissions Needed | |
|---|---|
| To mass transfer accounts and service contracts: | Transfer Record AND Transfer Leads |
| To mass transfer custom objects: | Transfer Record |
| To mass transfer leads: | Transfer Leads OR Transfer Record |
To transfer any records that you don’t own, you need the required user permissions and read sharing access on the records.
- From Setup, in the Quick Find box, enter Mass Transfer Records, and then select Mass Transfer Records.
- Click the link for the type of record to transfer.
- Optionally, fill in the name of the existing record owner in the Transfer from field. For leads, you can transfer from users or queues.
- In the Transfer to field, fill in the name of new record owner. For leads, you can transfer to users or queues.
- If your organization uses divisions, select the Change division... checkbox to set the division of all transferred records to the new owner’s default division.
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When transferring accounts, you can:
- Select Transfer open opportunities not owned by the existing account owner to transfer open opportunities owned by other users that are associated with the account.
- Select Transfer closed opportunities to transfer closed opportunities associated with the account. This option applies only to closed opportunities owned by the account owner. Closed opportunities owned by other users aren’t changed.
- Select Transfer open cases owned by the existing account owner to transfer open cases that are owned by the existing account owner and associated with the account.
- Select Transfer closed cases to transfer closed cases that are owned by the existing account owner and associated with the account.
- Select Keep Account Team to maintain the existing account team associated with the account. If you want to remove the existing account team associated with the account, deselect this checkbox.
- Select Keep Opportunity Team on all
opportunities to maintain the existing
team on opportunities associated with this
account. Any opportunity splits are preserved, and
split percentages are assigned to the previous
owner transfer to the new one. If this box is
unchecked, all opportunity team members and splits
are deleted when the opportunity is
transferred.
Note If you transfer closed opportunities, the opportunity team is maintained, regardless of this setting.
- Enter search criteria that the records you’re transferring must match. For example, search accounts in California by specifying Billing State/Province equals CA.
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Click Find.
Note The 'Mass Transfer Records' tool allows up to 250 records at a time. To perform transfers over 250 records, use the Data Loader or another tool.
-
Select the checkbox next to the records that you want to
transfer. To select all currently displayed items, check the
box in the column header.
If duplicate records are found, you must select only one of the records to transfer. Transferring duplicate records results in an error.
Duplicate records can appear if you filter leads based on Campaign Member Status and a matching lead has the same campaign member status on multiple campaigns. For example, if you specify Campaign Member Status equals Sent, and a matching lead named John Smith has the status Sent on two campaigns, his record displays twice.
- Click Transfer.
When you change record ownership, some associated items that are owned by the current record owner also transfer to the new owner.
| Record | Associated items that are also transferred |
|---|---|
| Accounts | Contacts (on business accounts only), attachments, notes, open activities, open opportunities owned by the current account owner, and optionally, closed opportunities and open opportunities owned by other users. |
| Leads | Open activities. When transferring leads to a queue, open activities aren’t transferred. |
When transferring accounts and their related data in Professional, Enterprise, Unlimited, Performance, and Developer Editions, all previous access granted by manual sharing, Apex managed sharing, or sharing rules is removed. New sharing rules are then applied to the data based on the new owner. To grant access to certain users, the new owner must manually share the transferred accounts and opportunities as necessary.
